-7.4%
RKLB vs XLE
+50.1%
-57.5%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.7% | +1.0% | -5.3% |
| 7D | -10.6% | -7.2% | -3.4% | -12.8% |
| 30D | -28.3% | +0.1% | -28.4% | -27.8% |
| 3M | -29.7% | +9.2% | -38.9% | -26.8% |
| 6M | -34.8% | +8.4% | -43.2% | -30.8% |
| YTD | -24.9% | +44.9% | -69.8% | -31.2% |
| 1Y | -7.4% | +49.9% | -57.3% | -17.2% |
| All | -7.4% | +50.1% | -57.5% | -17.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLE.
Daily Out/Under-Performance
Portfolio return minus XLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLE 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 XLE 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