+962.4%
RKLB vs EXE
+21.0%
+941.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.3% | +2.2% | +2.4% |
| 7D | +5.3% | -1.8% | +7.1% | +6.0% |
| 30D | -20.5% | +6.4% | -26.9% | -22.3% |
| 3M | -42.0% | +9.2% | -51.3% | -44.1% |
| 6M | -6.0% | -7.0% | +0.9% | -3.5% |
| YTD | -5.6% | -9.5% | +3.9% | -3.0% |
| 1Y | +38.0% | +6.2% | +31.8% | +25.4% |
| 3Y | +962.4% | +20.7% | +941.7% | +818.9% |
| All | +962.4% | +21.0% | +941.4% | +818.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling