+30.0%
RKLB vs EXEL
+48.5%
-18.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.3% | +3.9% | +2.7% |
| 7D | -2.0% | -4.9% | +2.9% | +0.4% |
| 30D | -22.4% | +11.4% | -33.8% | -27.2% |
| 3M | -45.2% | +4.9% | -50.1% | -47.2% |
| 6M | -12.5% | +34.4% | -46.9% | -25.5% |
| YTD | -9.8% | +28.0% | -37.8% | -22.3% |
| 1Y | +30.0% | +43.6% | -13.7% | +11.9% |
| All | +30.0% | +48.5% | -18.6% | +11.9% |
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