+916.8%
RKLB vs EXR
+24.9%
+891.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +1.3% |
| 7D | -0.2% | -2.6% | +2.4% | +1.1% |
| 30D | -14.1% | -7.2% | -6.9% | -10.9% |
| 3M | -46.4% | -3.5% | -42.9% | -46.2% |
| 6M | -10.6% | -5.3% | -5.3% | -9.2% |
| YTD | -7.9% | +9.4% | -17.2% | -13.3% |
| 1Y | +49.5% | +1.3% | +48.2% | +46.0% |
| All | +916.8% | +24.9% | +891.9% | +776.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling