+329.8%
RKLB vs EXPE
+38.0%
+291.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -2.1% | +8.6% | +7.3% |
| 7D | +15.2% | -11.2% | +26.4% | +19.7% |
| 30D | -8.1% | -7.5% | -0.6% | -7.0% |
| 3M | -21.7% | -19.1% | -2.6% | -17.4% |
| 6M | -40.5% | +10.7% | -51.3% | -46.0% |
| YTD | -10.1% | -9.9% | -0.2% | -14.1% |
| 1Y | +20.8% | -4.6% | +25.4% | +12.0% |
| 3Y | +1,335.0% | +116.8% | +1,218.2% | +704.1% |
| 5Y | +329.8% | +38.6% | +291.2% | +168.1% |
| All | +329.8% | +38.0% | +291.8% | +168.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling