+535.9%
RKLB vs EXPE
+123.3%
+412.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.6% | -3.3% | -2.3% |
| 7D | -2.9% | -8.7% | +5.8% | +0.1% |
| 30D | -22.6% | -13.6% | -8.9% | -19.0% |
| 3M | -41.0% | +26.6% | -67.7% | -47.3% |
| 6M | -10.1% | +19.9% | -30.1% | -19.5% |
| YTD | -11.2% | -1.7% | -9.5% | -15.8% |
| 1Y | +34.2% | +29.4% | +4.8% | +10.4% |
| 3Y | +899.4% | +155.7% | +743.7% | +473.6% |
| 5Y | +231.5% | +93.1% | +138.4% | +104.4% |
| All | +535.9% | +123.3% | +412.6% | +290.8% |
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