+925.8%
RKLB vs XLI
+68.2%
+857.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.0% | -0.2% |
| 7D | -2.9% | -2.3% | -0.6% | +2.1% |
| 30D | -22.6% | -8.2% | -14.4% | -6.8% |
| 3M | -41.0% | +0.8% | -41.8% | -41.9% |
| 6M | -10.1% | +0.8% | -11.0% | -10.5% |
| YTD | -11.2% | +10.5% | -21.7% | -27.7% |
| 1Y | +34.2% | +14.1% | +20.1% | +4.6% |
| All | +925.8% | +68.2% | +857.7% | +311.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling