+557.5%
RKLB vs EXPE
+110.6%
+447.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.6% | -3.3% |
| 7D | +39.3% | -4.2% | +43.5% | +40.9% |
| 30D | -0.2% | -4.5% | +4.3% | -0.2% |
| 3M | -21.1% | -19.7% | -1.4% | -16.7% |
| 6M | -45.5% | +18.3% | -63.8% | -51.1% |
| YTD | -8.2% | -7.3% | -0.8% | -12.6% |
| 1Y | +28.2% | -3.9% | +32.1% | +20.0% |
| 3Y | +1,366.1% | +123.0% | +1,243.1% | +781.5% |
| 5Y | +345.9% | +47.9% | +297.9% | +187.8% |
| All | +557.5% | +110.6% | +447.0% | +305.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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