+576.0%
RKLB vs XLF
+124.9%
+451.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.4% | +3.9% | +4.3% |
| 7D | +5.3% | +0.2% | +5.1% | +5.0% |
| 30D | -20.5% | -0.5% | -20.0% | -20.2% |
| 3M | -42.0% | +10.6% | -52.7% | -49.9% |
| 6M | -6.0% | +14.3% | -20.3% | -21.7% |
| YTD | -5.6% | +5.5% | -11.1% | -12.6% |
| 1Y | +38.0% | +9.6% | +28.4% | +22.5% |
| 3Y | +962.4% | +75.2% | +887.2% | +459.6% |
| 5Y | +336.5% | +65.5% | +271.0% | +145.8% |
| All | +576.0% | +124.9% | +451.1% | +237.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling