+204.4%
RKLB vs XLB
+35.5%
+168.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.1% | -3.2% | -2.8% |
| 7D | 0.0% | -2.9% | +2.9% | +4.2% |
| 30D | -21.2% | -3.4% | -17.8% | -17.6% |
| 3M | -41.7% | +1.6% | -43.3% | -44.0% |
| 6M | -11.8% | +3.6% | -15.4% | -16.3% |
| YTD | -9.6% | +14.2% | -23.8% | -25.5% |
| 1Y | +34.1% | +15.6% | +18.5% | +9.5% |
| 3Y | +917.3% | +33.1% | +884.2% | +592.8% |
| 5Y | +204.4% | +35.0% | +169.3% | +112.8% |
| All | +204.4% | +35.5% | +168.9% | +112.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling