+34.1%
RKLB vs EXR
-2.8%
+36.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.5% | -1.7% | -3.0% |
| 7D | 0.0% | -3.1% | +3.0% | +1.6% |
| 30D | -21.2% | -7.5% | -13.7% | -18.1% |
| 3M | -41.7% | -7.5% | -34.2% | -40.3% |
| 6M | -11.8% | -5.2% | -6.6% | -12.9% |
| YTD | -9.6% | +6.5% | -16.1% | -19.1% |
| 1Y | +34.1% | -2.0% | +36.1% | +22.3% |
| All | +34.1% | -2.8% | +36.9% | +22.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling