-7.4%
RKLB vs XBI
+47.5%
-54.9%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.7% | -6.4% | -7.0% |
| 7D | -10.6% | +1.0% | -11.6% | -11.7% |
| 30D | -28.3% | +1.9% | -30.1% | -30.1% |
| 3M | -29.7% | +4.8% | -34.4% | -35.3% |
| 6M | -34.8% | +19.3% | -54.1% | -50.3% |
| YTD | -24.9% | +30.6% | -55.5% | -50.4% |
| 1Y | -7.4% | +47.9% | -55.3% | -48.8% |
| All | -7.4% | +47.5% | -54.9% | -48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XBI.
Daily Out/Under-Performance
Portfolio return minus XBI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XBI 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 XBI 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