+30.0%
RKLB vs XLF
+9.3%
+20.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +0.7% |
| 7D | -2.0% | -1.5% | -0.6% | -0.1% |
| 30D | -22.4% | -1.2% | -21.3% | -21.5% |
| 3M | -45.2% | +9.2% | -54.3% | -52.8% |
| 6M | -12.5% | +16.3% | -28.9% | -32.5% |
| YTD | -9.8% | +5.4% | -15.2% | -17.4% |
| 1Y | +30.0% | +7.6% | +22.4% | +14.2% |
| All | +30.0% | +9.3% | +20.7% | +14.2% |
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