+204.4%
RKLB vs EXE
+100.7%
+103.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.6% | -2.7% | -3.8% |
| 7D | 0.0% | -2.7% | +2.7% | +0.8% |
| 30D | -21.2% | -0.4% | -20.8% | -21.2% |
| 3M | -41.7% | +9.5% | -51.2% | -43.6% |
| 6M | -11.8% | -9.3% | -2.4% | -9.5% |
| YTD | -9.6% | -10.9% | +1.3% | -7.6% |
| 1Y | +34.1% | +4.3% | +29.8% | +27.8% |
| 3Y | +917.3% | +18.8% | +898.5% | +837.1% |
| 5Y | +204.4% | +101.4% | +103.0% | +176.1% |
| All | +204.4% | +100.7% | +103.7% | +176.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling