+546.0%
RKLB vs XLP
+45.1%
+501.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.3% | +1.2% | +1.4% |
| 7D | -2.0% | -1.4% | -0.6% | -1.4% |
| 30D | -22.4% | -2.0% | -20.4% | -21.8% |
| 3M | -45.2% | -1.5% | -43.6% | -45.3% |
| 6M | -12.5% | -0.2% | -12.3% | -13.5% |
| YTD | -9.8% | +8.7% | -18.5% | -16.5% |
| 1Y | +30.0% | +6.3% | +23.6% | +21.6% |
| 3Y | +942.2% | +25.1% | +917.1% | +735.0% |
| 5Y | +236.8% | +32.4% | +204.4% | +179.4% |
| All | +546.0% | +45.1% | +501.0% | +319.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLP.
Daily Out/Under-Performance
Portfolio return minus XLP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLP 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 XLP 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