-10.6%
RKLB vs XLE
+15.8%
-26.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | 0.0% |
| 7D | -0.2% | +2.2% | -2.4% | +1.7% |
| 30D | -14.1% | +11.8% | -25.9% | -4.9% |
| 3M | -46.4% | +9.8% | -56.3% | -39.8% |
| 6M | -10.6% | +15.6% | -26.2% | +2.4% |
| All | -10.6% | +15.8% | -26.5% | +2.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling