+576.0%
RKLB vs XEL
+34.2%
+541.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.5% | +1.0% | +2.1% |
| 7D | +5.3% | +1.3% | +4.0% | +4.9% |
| 30D | -20.5% | -1.5% | -19.0% | -20.1% |
| 3M | -42.0% | -0.2% | -41.8% | -42.2% |
| 6M | -6.0% | -5.4% | -0.6% | -4.8% |
| YTD | -5.6% | +5.6% | -11.2% | -7.3% |
| 1Y | +38.0% | +10.5% | +27.6% | +33.2% |
| 3Y | +962.4% | +49.2% | +913.2% | +832.8% |
| 5Y | +336.5% | +30.1% | +306.4% | +309.5% |
| All | +576.0% | +34.2% | +541.8% | +482.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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