-7.4%
RKLB vs EXPD
+53.8%
-61.2%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.2% | -0.5% | -2.3% |
| 7D | -10.6% | +0.3% | -10.9% | -10.7% |
| 30D | -28.3% | +1.8% | -30.1% | -28.8% |
| 3M | -29.7% | +8.9% | -38.6% | -32.6% |
| 6M | -34.8% | +42.2% | -77.0% | -46.3% |
| YTD | -24.9% | +33.4% | -58.3% | -42.4% |
| 1Y | -7.4% | +47.2% | -54.6% | -39.1% |
| All | -7.4% | +53.8% | -61.2% | -39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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