+308.8%
RKLB vs XBI
+19.1%
+289.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +2.0% |
| 7D | -2.0% | -4.6% | +2.6% | +3.0% |
| 30D | -22.4% | -2.0% | -20.4% | -21.4% |
| 3M | -45.2% | +17.8% | -62.9% | -54.3% |
| 6M | -12.5% | +23.7% | -36.2% | -29.5% |
| YTD | -9.8% | +28.2% | -38.0% | -29.9% |
| 1Y | +30.0% | +64.0% | -34.0% | -20.9% |
| 3Y | +942.2% | +99.4% | +842.8% | +434.8% |
| All | +308.8% | +19.1% | +289.7% | +196.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling