+28.2%
RKLB vs XLB
+21.4%
+6.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.9% | -1.6% |
| 7D | +39.3% | 0.0% | +39.3% | +39.4% |
| 30D | -0.2% | +5.3% | -5.5% | -6.9% |
| 3M | -21.1% | 0.0% | -21.1% | -21.2% |
| 6M | -45.5% | +1.2% | -46.7% | -46.8% |
| YTD | -8.2% | +16.9% | -25.1% | -34.3% |
| 1Y | +28.2% | +20.9% | +7.3% | -14.3% |
| All | +28.2% | +21.4% | +6.8% | -14.3% |
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