+531.5%
RKLB vs XLC
+80.1%
+451.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.1% | -5.0% | -5.3% |
| 7D | +15.9% | +3.7% | +12.2% | +10.8% |
| 30D | +4.0% | -1.9% | +5.9% | +6.5% |
| 3M | -23.2% | -3.1% | -20.1% | -20.4% |
| 6M | -50.4% | -6.4% | -44.1% | -46.5% |
| YTD | -11.8% | -6.8% | -5.0% | -3.9% |
| 1Y | +36.0% | -1.7% | +37.7% | +38.2% |
| 3Y | +1,321.0% | +64.7% | +1,256.3% | +687.6% |
| 5Y | +328.2% | +41.1% | +287.1% | +167.0% |
| All | +531.5% | +80.1% | +451.4% | +227.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling