+547.3%
RKLB vs XLK
+225.7%
+321.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | 0.0% | -4.3% | -4.3% |
| 7D | 0.0% | +2.3% | -2.4% | -3.2% |
| 30D | -21.2% | +0.8% | -22.0% | -22.0% |
| 3M | -41.7% | +4.1% | -45.8% | -44.1% |
| 6M | -11.8% | +34.8% | -46.5% | -39.4% |
| YTD | -9.6% | +30.8% | -40.4% | -35.1% |
| 1Y | +34.1% | +42.4% | -8.2% | -12.0% |
| 3Y | +917.3% | +121.8% | +795.5% | +289.6% |
| 5Y | +204.4% | +146.6% | +57.8% | +5.9% |
| All | +547.3% | +225.7% | +321.6% | +83.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling