+49.5%
RKLB vs XBI
+75.8%
-26.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.1% | +1.1% |
| 7D | -0.2% | +0.9% | -1.1% | -1.3% |
| 30D | -14.1% | +7.1% | -21.2% | -22.3% |
| 3M | -46.4% | +22.9% | -69.3% | -60.1% |
| 6M | -10.6% | +29.7% | -40.3% | -37.7% |
| YTD | -7.9% | +34.5% | -42.4% | -38.6% |
| 1Y | +49.5% | +76.1% | -26.6% | -9.2% |
| All | +49.5% | +75.8% | -26.4% | -9.2% |
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