+942.2%
RKLB vs XLK
+119.6%
+822.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | -0.4% |
| 7D | -2.0% | +0.2% | -2.2% | -2.3% |
| 30D | -22.4% | -0.6% | -21.8% | -21.7% |
| 3M | -45.2% | +2.6% | -47.7% | -46.7% |
| 6M | -12.5% | +34.0% | -46.5% | -41.4% |
| YTD | -9.8% | +30.7% | -40.4% | -37.2% |
| 1Y | +30.0% | +39.2% | -9.2% | -14.9% |
| 3Y | +942.2% | +120.4% | +821.8% | +317.3% |
| All | +942.2% | +119.6% | +822.6% | +317.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XLK.
Daily Out/Under-Performance
Portfolio return minus XLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLK 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 XLK 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