+503.5%
RKLB vs EXE
+182.2%
+321.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.1% | +3.7% | +2.2% |
| 7D | -2.0% | -3.1% | +1.1% | -1.1% |
| 30D | -22.4% | -0.9% | -21.5% | -22.3% |
| 3M | -45.2% | +9.6% | -54.7% | -46.9% |
| 6M | -12.5% | -11.6% | -0.9% | -9.7% |
| YTD | -9.8% | -12.6% | +2.8% | -7.4% |
| 1Y | +30.0% | +1.2% | +28.8% | +25.4% |
| 3Y | +942.2% | +18.0% | +924.2% | +865.5% |
| 5Y | +236.8% | +101.1% | +135.7% | +194.1% |
| All | +503.5% | +182.2% | +321.3% | +414.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded EXE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling