+36.0%
RKLB vs XLE
+47.6%
-11.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.0% | -4.9% | -3.7% |
| 7D | +15.9% | +5.4% | +10.5% | +17.3% |
| 30D | +4.0% | -3.9% | +7.9% | +2.4% |
| 3M | -23.2% | +7.0% | -30.2% | -21.1% |
| 6M | -50.4% | +14.2% | -64.6% | -47.3% |
| YTD | -11.8% | +48.2% | -60.0% | -20.1% |
| 1Y | +36.0% | +47.7% | -11.7% | +25.0% |
| All | +36.0% | +47.6% | -11.6% | +25.0% |
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