-37.3%
RKLB vs XLE
+9.0%
-46.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | 0.0% | +15.4% | +15.4% |
| 7D | -3.0% | -12.0% | +9.0% | -11.9% |
| 30D | -26.2% | -2.7% | -23.5% | -26.1% |
| 3M | -29.9% | +6.6% | -36.4% | -22.0% |
| 6M | -37.3% | +9.5% | -46.8% | -24.7% |
| All | -37.3% | +9.0% | -46.3% | -24.7% |
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 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