+559.5%
RKLB vs EXR
+55.7%
+503.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +1.3% |
| 7D | -0.2% | -2.6% | +2.4% | +1.0% |
| 30D | -14.1% | -7.2% | -6.9% | -11.1% |
| 3M | -46.4% | -3.5% | -42.9% | -46.1% |
| 6M | -10.6% | -5.3% | -5.3% | -9.1% |
| YTD | -7.9% | +9.4% | -17.2% | -12.5% |
| 1Y | +49.5% | +1.3% | +48.2% | +47.0% |
| 3Y | +913.6% | +22.4% | +891.1% | +802.2% |
| 5Y | +375.3% | -12.2% | +387.5% | +391.9% |
| All | +559.5% | +55.7% | +503.8% | +732.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling