-11.8%
RKLB vs XBI
+28.5%
-40.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XBI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.6% | -2.7% | -2.3% |
| 7D | 0.0% | -3.6% | +3.6% | +4.7% |
| 30D | -21.2% | +0.9% | -22.1% | -23.3% |
| 3M | -41.7% | +21.4% | -63.2% | -57.6% |
| 6M | -11.8% | +25.5% | -37.3% | -39.0% |
| All | -11.8% | +28.5% | -40.2% | -39.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling