+578.9%
RKLB vs XLE
+299.3%
+279.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.9% | +3.6% | +4.8% |
| 7D | +26.3% | -0.2% | +26.5% | +26.6% |
| 30D | +0.7% | -4.0% | +4.7% | +2.1% |
| 3M | -17.3% | +4.6% | -21.9% | -18.9% |
| 6M | -43.6% | +12.3% | -55.9% | -46.8% |
| YTD | -5.2% | +44.5% | -49.7% | -20.7% |
| 1Y | +29.1% | +42.4% | -13.3% | +8.7% |
| 3Y | +1,413.7% | +67.0% | +1,346.7% | +1,092.2% |
| 5Y | +364.9% | +161.9% | +202.9% | +242.6% |
| All | +578.9% | +299.3% | +279.6% | +381.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling