+204.4%
RKLB vs EXEL
+194.6%
+9.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.1% | -5.4% | -4.8% |
| 7D | 0.0% | -0.3% | +0.3% | 0.0% |
| 30D | -21.2% | +10.1% | -31.3% | -25.0% |
| 3M | -41.7% | +10.1% | -51.8% | -44.7% |
| 6M | -11.8% | +37.7% | -49.4% | -24.0% |
| YTD | -9.6% | +33.1% | -42.7% | -21.3% |
| 1Y | +34.1% | +52.4% | -18.3% | +9.3% |
| 3Y | +917.3% | +163.8% | +753.4% | +528.2% |
| 5Y | +204.4% | +198.5% | +5.9% | +58.5% |
| All | +204.4% | +194.6% | +9.8% | +58.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling