+559.5%
RKLB vs XLB
+65.3%
+494.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +1.2% |
| 7D | -0.2% | -1.4% | +1.2% | +1.6% |
| 30D | -14.1% | -0.4% | -13.7% | -13.9% |
| 3M | -46.4% | +2.0% | -48.4% | -48.6% |
| 6M | -10.6% | +1.8% | -12.5% | -12.9% |
| YTD | -7.9% | +16.6% | -24.5% | -25.1% |
| 1Y | +49.5% | +16.9% | +32.5% | +21.9% |
| 3Y | +913.6% | +32.6% | +881.0% | +614.1% |
| 5Y | +375.3% | +35.6% | +339.6% | +234.9% |
| All | +559.5% | +65.3% | +494.1% | +293.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling