+330.6%
RKLB vs XHB
+28.9%
+301.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.7% | -4.7% | -4.6% |
| 7D | +15.9% | -0.2% | +16.2% | +16.1% |
| 30D | +4.0% | +9.9% | -6.0% | -5.9% |
| 3M | -23.2% | -6.3% | -16.9% | -19.5% |
| 6M | -50.4% | +3.8% | -54.3% | -53.3% |
| YTD | -11.8% | +0.1% | -11.9% | -14.9% |
| 1Y | +36.0% | -0.8% | +36.8% | +31.7% |
| 3Y | +1,321.0% | +35.6% | +1,285.4% | +812.1% |
| All | +330.6% | +28.9% | +301.7% | +164.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling