+330.6%
RKLB vs EXE
+76.7%
+253.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.8% | -4.8% | -4.2% |
| 7D | +15.9% | +5.3% | +10.6% | +14.1% |
| 30D | +4.0% | -2.2% | +6.2% | +4.8% |
| 3M | -23.2% | -5.9% | -17.3% | -21.8% |
| 6M | -50.4% | -5.7% | -44.7% | -49.8% |
| YTD | -11.8% | -17.8% | +6.0% | -7.4% |
| 1Y | +36.0% | -23.1% | +59.1% | +46.1% |
| 3Y | +1,321.0% | +21.2% | +1,299.8% | +1,185.1% |
| All | +330.6% | +76.7% | +253.8% | +270.7% |
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