+1,379.7%
RKLB vs EXPD
+76.1%
+1,303.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.7% | -3.4% |
| 7D | +39.3% | +3.6% | +35.7% | +37.0% |
| 30D | -0.2% | +0.3% | -0.5% | -0.1% |
| 3M | -21.1% | +6.1% | -27.1% | -23.1% |
| 6M | -45.5% | +27.4% | -72.9% | -51.5% |
| YTD | -8.2% | +32.0% | -40.1% | -20.3% |
| 1Y | +28.2% | +40.5% | -12.3% | +8.5% |
| All | +1,379.7% | +76.1% | +1,303.6% | +1,024.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling