+336.5%
RKLB vs EXR
-10.8%
+347.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.1% | +2.6% | +2.5% |
| 7D | +5.3% | -0.7% | +6.0% | +5.7% |
| 30D | -20.5% | -6.9% | -13.5% | -17.5% |
| 3M | -42.0% | -3.0% | -39.1% | -41.9% |
| 6M | -6.0% | -2.9% | -3.1% | -5.4% |
| YTD | -5.6% | +9.3% | -14.9% | -11.0% |
| 1Y | +38.0% | -0.9% | +38.9% | +36.9% |
| 3Y | +962.4% | +24.7% | +937.7% | +810.8% |
| 5Y | +336.5% | -11.7% | +348.2% | +281.1% |
| All | +336.5% | -10.8% | +347.3% | +281.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling