+925.8%
RKLB vs XHB
+21.1%
+904.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.3% | +0.6% | 0.0% |
| 7D | -2.9% | -5.2% | +2.3% | +1.0% |
| 30D | -22.6% | -12.1% | -10.4% | -14.9% |
| 3M | -41.0% | -6.2% | -34.8% | -38.8% |
| 6M | -10.1% | -6.7% | -3.4% | -5.9% |
| YTD | -11.2% | -5.5% | -5.7% | -9.2% |
| 1Y | +34.2% | -15.6% | +49.8% | +49.1% |
| All | +925.8% | +21.1% | +904.7% | +667.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 3y: compounded portfolio wealth divided by compounded XHB 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…
3y analysis · Full analysis span regression · 6 months rolling