+1,427.7%
RKLB vs EXEL
+238.6%
+1,189.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.2% | +5.3% | +5.4% |
| 7D | +26.3% | -2.8% | +29.1% | +28.2% |
| 30D | +0.7% | +18.2% | -17.5% | -6.1% |
| 3M | -17.3% | +37.7% | -55.1% | -28.1% |
| 6M | -43.6% | +42.2% | -85.9% | -52.0% |
| YTD | -5.2% | +61.3% | -66.5% | -23.2% |
| 1Y | +29.1% | +64.5% | -35.4% | +4.0% |
| All | +1,427.7% | +238.6% | +1,189.1% | +969.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling