+546.0%
RKLB vs XLI
+110.0%
+436.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | -0.3% |
| 7D | -2.0% | -1.7% | -0.4% | +1.0% |
| 30D | -22.4% | -7.3% | -15.2% | -11.0% |
| 3M | -45.2% | -1.3% | -43.8% | -43.7% |
| 6M | -12.5% | +2.2% | -14.8% | -14.2% |
| YTD | -9.8% | +11.7% | -21.5% | -23.9% |
| 1Y | +30.0% | +14.3% | +15.7% | +7.5% |
| 3Y | +942.2% | +70.3% | +871.9% | +396.1% |
| 5Y | +236.8% | +82.3% | +154.5% | +48.5% |
| All | +546.0% | +110.0% | +436.1% | +136.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XLI.
Daily Out/Under-Performance
Portfolio return minus XLI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLI 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 10y: compounded portfolio wealth divided by compounded XLI 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…
10y analysis · Full analysis span regression · 6 months rolling