+576.0%
RKLB vs XHB
+78.8%
+497.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.4% | +4.9% | +4.6% |
| 7D | +5.3% | +0.2% | +5.1% | +5.0% |
| 30D | -20.5% | -9.1% | -11.4% | -13.9% |
| 3M | -42.0% | -2.3% | -39.7% | -41.7% |
| 6M | -6.0% | -4.1% | -1.9% | -3.3% |
| YTD | -5.6% | -1.7% | -3.9% | -6.2% |
| 1Y | +38.0% | -15.1% | +53.1% | +55.6% |
| 3Y | +962.4% | +26.8% | +935.6% | +681.2% |
| 5Y | +336.5% | +37.3% | +299.2% | +183.8% |
| All | +576.0% | +78.8% | +497.2% | +267.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling