+962.4%
RKLB vs XLB
+34.9%
+927.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.0% | +3.5% | +3.9% |
| 7D | +5.3% | -0.2% | +5.6% | +5.6% |
| 30D | -20.5% | -1.7% | -18.7% | -18.8% |
| 3M | -42.0% | +4.4% | -46.4% | -46.8% |
| 6M | -6.0% | +5.0% | -11.1% | -12.8% |
| YTD | -5.6% | +15.5% | -21.0% | -24.3% |
| 1Y | +38.0% | +14.9% | +23.1% | +12.0% |
| 3Y | +962.4% | +34.5% | +927.9% | +583.0% |
| All | +962.4% | +34.9% | +927.5% | +583.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling