+49.5%
RKLB vs XLF
+9.9%
+39.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +1.7% |
| 7D | -0.2% | 0.0% | -0.2% | -0.2% |
| 30D | -14.1% | +0.2% | -14.3% | -14.5% |
| 3M | -46.4% | +11.7% | -58.1% | -55.1% |
| 6M | -10.6% | +13.8% | -24.4% | -27.5% |
| YTD | -7.9% | +7.0% | -14.9% | -17.1% |
| 1Y | +49.5% | +9.1% | +40.3% | +28.0% |
| All | +49.5% | +9.9% | +39.6% | +28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XLF.
Daily Out/Under-Performance
Portfolio return minus XLF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLF 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 XLF 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