+444.6%
RKLB vs EXPD
+120.5%
+324.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -2.3% | +17.7% | +16.7% |
| 7D | -3.0% | -7.2% | +4.1% | +1.3% |
| 30D | -26.2% | -3.3% | -22.9% | -24.7% |
| 3M | -29.9% | +3.4% | -33.3% | -31.4% |
| 6M | -37.3% | +22.7% | -60.0% | -44.9% |
| YTD | -23.9% | +24.5% | -48.5% | -34.8% |
| 1Y | +7.0% | +38.6% | -31.7% | -13.9% |
| 3Y | +1,120.0% | +71.5% | +1,048.5% | +720.1% |
| 5Y | +242.2% | +56.2% | +185.9% | +131.1% |
| All | +444.6% | +120.5% | +324.1% | +201.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling