+559.5%
RKLB vs XLC
+85.0%
+474.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +2.3% |
| 7D | -0.2% | -0.8% | +0.6% | +0.9% |
| 30D | -14.1% | +1.0% | -15.2% | -15.8% |
| 3M | -46.4% | -0.7% | -45.7% | -46.6% |
| 6M | -10.6% | -5.1% | -5.5% | -3.9% |
| YTD | -7.9% | -4.3% | -3.6% | -2.9% |
| 1Y | +49.5% | -0.6% | +50.0% | +51.3% |
| 3Y | +913.6% | +72.7% | +840.9% | +430.7% |
| 5Y | +375.3% | +38.0% | +337.3% | +197.0% |
| All | +559.5% | +85.0% | +474.5% | +230.3% |
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