-7.4%
RKLB vs XLB
+29.8%
-37.3%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.5% | -6.3% | -6.6% |
| 7D | -10.6% | +3.9% | -14.6% | -15.2% |
| 30D | -28.3% | +8.9% | -37.2% | -36.1% |
| 3M | -29.7% | +4.1% | -33.8% | -33.7% |
| 6M | -34.8% | +7.3% | -42.1% | -41.8% |
| YTD | -24.9% | +20.4% | -45.3% | -48.9% |
| 1Y | -7.4% | +29.5% | -37.0% | -47.0% |
| All | -7.4% | +29.8% | -37.3% | -47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XLB.
Daily Out/Under-Performance
Portfolio return minus XLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLB 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 1y: compounded portfolio wealth divided by compounded XLB 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…
1y analysis · Full analysis span regression · 6 months rolling