+576.0%
RKLB vs EXR
+55.6%
+520.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.1% | +2.6% | +2.5% |
| 7D | +5.3% | -0.7% | +6.0% | +5.6% |
| 30D | -20.5% | -6.9% | -13.5% | -17.8% |
| 3M | -42.0% | -3.0% | -39.1% | -41.9% |
| 6M | -6.0% | -2.9% | -3.1% | -5.5% |
| YTD | -5.6% | +9.3% | -14.9% | -10.2% |
| 1Y | +38.0% | -0.9% | +38.9% | +37.1% |
| 3Y | +962.4% | +24.7% | +937.7% | +838.3% |
| 5Y | +336.5% | -11.7% | +348.2% | +352.8% |
| All | +576.0% | +55.6% | +520.4% | +753.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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