+336.5%
RKLB vs EXPE
+89.5%
+247.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -7.9% | +10.4% | +5.4% |
| 7D | +5.3% | -9.8% | +15.1% | +9.1% |
| 30D | -20.5% | -11.5% | -9.0% | -17.5% |
| 3M | -42.0% | +21.7% | -63.8% | -47.6% |
| 6M | -6.0% | +10.4% | -16.4% | -13.2% |
| YTD | -5.6% | -2.5% | -3.0% | -10.3% |
| 1Y | +38.0% | +27.3% | +10.7% | +13.3% |
| 3Y | +962.4% | +153.5% | +808.9% | +490.4% |
| 5Y | +336.5% | +91.1% | +245.4% | +206.5% |
| All | +336.5% | +89.5% | +247.0% | +206.5% |
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