+546.0%
RKLB vs EXEL
+203.4%
+342.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.3% | +3.9% | +2.5% |
| 7D | -2.0% | -4.9% | +2.9% | -0.2% |
| 30D | -22.4% | +11.4% | -33.8% | -25.9% |
| 3M | -45.2% | +4.9% | -50.1% | -46.5% |
| 6M | -12.5% | +34.4% | -46.9% | -22.0% |
| YTD | -9.8% | +28.0% | -37.8% | -18.3% |
| 1Y | +30.0% | +43.6% | -13.7% | +12.3% |
| 3Y | +942.2% | +155.2% | +787.0% | +631.1% |
| 5Y | +236.8% | +181.2% | +55.6% | +126.0% |
| All | +546.0% | +203.4% | +342.7% | +323.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling