+531.5%
RKLB vs XLE
+309.3%
+222.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.0% | -4.9% | -4.3% |
| 7D | +15.9% | +5.4% | +10.5% | +13.8% |
| 30D | +4.0% | -3.9% | +7.9% | +5.4% |
| 3M | -23.2% | +7.0% | -30.2% | -25.3% |
| 6M | -50.4% | +14.2% | -64.6% | -53.5% |
| YTD | -11.8% | +48.2% | -60.0% | -26.9% |
| 1Y | +36.0% | +47.7% | -11.7% | +12.8% |
| 3Y | +1,321.0% | +70.0% | +1,251.0% | +1,011.6% |
| 5Y | +328.2% | +169.1% | +159.0% | +212.5% |
| All | +531.5% | +309.3% | +222.2% | +343.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling