+28.2%
RKLB vs XLC
-4.7%
+32.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.2% | -2.1% |
| 7D | +39.3% | +3.1% | +36.2% | +35.5% |
| 30D | -0.2% | -4.2% | +4.0% | +4.8% |
| 3M | -21.1% | -2.1% | -18.9% | -19.7% |
| 6M | -45.5% | -6.6% | -38.9% | -39.6% |
| YTD | -8.2% | -7.8% | -0.4% | +0.9% |
| 1Y | +28.2% | -4.1% | +32.3% | +26.5% |
| All | +28.2% | -4.7% | +32.9% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XLC.
Daily Out/Under-Performance
Portfolio return minus XLC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLC 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 XLC 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