-7.4%
RKLB vs EXEL
+92.4%
-99.8%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.6% | -4.4% | -4.1% |
| 7D | -10.6% | +9.8% | -20.4% | -15.2% |
| 30D | -28.3% | +23.6% | -51.9% | -36.7% |
| 3M | -29.7% | +29.9% | -59.6% | -40.5% |
| 6M | -34.8% | +64.7% | -99.5% | -53.6% |
| YTD | -24.9% | +66.0% | -90.9% | -47.8% |
| 1Y | -7.4% | +92.0% | -99.4% | -39.1% |
| All | -7.4% | +92.4% | -99.8% | -39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 1y: compounded portfolio wealth divided by compounded EXEL 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…
1y analysis · Full analysis span regression · 6 months rolling