+559.5%
RKLB vs EXPE
+140.4%
+419.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.4% | +1.3% |
| 7D | -0.2% | -9.5% | +9.3% | +3.4% |
| 30D | -14.1% | -6.6% | -7.5% | -12.5% |
| 3M | -46.4% | +31.4% | -77.8% | -52.7% |
| 6M | -10.6% | +35.2% | -45.8% | -24.0% |
| YTD | -7.9% | +5.8% | -13.7% | -14.7% |
| 1Y | +49.5% | +38.7% | +10.8% | +20.3% |
| 3Y | +913.6% | +175.8% | +737.8% | +466.9% |
| 5Y | +375.3% | +111.8% | +263.5% | +185.0% |
| All | +559.5% | +140.4% | +419.1% | +295.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling