+531.5%
RKLB vs EXEL
+273.0%
+258.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.2% | -2.8% | -3.5% |
| 7D | +15.9% | -0.8% | +16.8% | +16.4% |
| 30D | +4.0% | +13.1% | -9.2% | -0.7% |
| 3M | -23.2% | +36.3% | -59.5% | -32.0% |
| 6M | -50.4% | +34.5% | -85.0% | -56.2% |
| YTD | -11.8% | +57.4% | -69.2% | -26.2% |
| 1Y | +36.0% | +62.9% | -27.0% | +12.4% |
| 3Y | +1,321.0% | +229.5% | +1,091.5% | +809.7% |
| 5Y | +328.2% | +281.2% | +47.0% | +164.0% |
| All | +531.5% | +273.0% | +258.5% | +282.7% |
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