+237.5%
RKLB vs XHB
+33.5%
+203.9%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.5% | -2.7% | -2.9% |
| 7D | 0.0% | -1.9% | +1.9% | +1.6% |
| 30D | -21.2% | -8.3% | -12.9% | -15.0% |
| 3M | -41.7% | -7.1% | -34.6% | -38.5% |
| 6M | -11.8% | -5.3% | -6.5% | -8.1% |
| YTD | -9.6% | -3.2% | -6.4% | -9.1% |
| 1Y | +34.1% | -13.9% | +48.0% | +49.6% |
| 3Y | +917.3% | +24.9% | +892.3% | +632.4% |
| All | +237.5% | +33.5% | +203.9% | +110.4% |
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