+557.5%
RKLB vs XLB
+65.8%
+491.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.9% | -1.5% |
| 7D | +39.3% | 0.0% | +39.3% | +39.4% |
| 30D | -0.2% | +5.3% | -5.5% | -7.1% |
| 3M | -21.1% | 0.0% | -21.1% | -21.5% |
| 6M | -45.5% | +1.2% | -46.7% | -47.2% |
| YTD | -8.2% | +16.9% | -25.1% | -25.8% |
| 1Y | +28.2% | +20.9% | +7.3% | -0.6% |
| 3Y | +1,366.1% | +43.3% | +1,322.8% | +833.3% |
| 5Y | +345.9% | +28.3% | +317.5% | +224.1% |
| All | +557.5% | +65.8% | +491.7% | +289.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling