+576.0%
RKLB vs XLE
+305.7%
+270.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.1% | +1.4% | +2.1% |
| 7D | +5.3% | 0.0% | +5.3% | +5.3% |
| 30D | -20.5% | +12.6% | -33.1% | -24.0% |
| 3M | -42.0% | +11.8% | -53.9% | -44.9% |
| 6M | -6.0% | +16.1% | -22.1% | -12.9% |
| YTD | -5.6% | +46.9% | -52.4% | -21.3% |
| 1Y | +38.0% | +53.3% | -15.2% | +12.5% |
| 3Y | +962.4% | +54.9% | +907.5% | +759.2% |
| 5Y | +336.5% | +225.7% | +110.8% | +210.2% |
| All | +576.0% | +305.7% | +270.3% | +377.7% |
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