+28.2%
RKLB vs XLP
+20.7%
+7.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -3.6% |
| 7D | +39.3% | -0.2% | +39.5% | +39.0% |
| 30D | -0.2% | +8.2% | -8.4% | +8.7% |
| 3M | -21.1% | +7.7% | -28.8% | -14.0% |
| 6M | -45.5% | +9.3% | -54.8% | -39.5% |
| YTD | -8.2% | +19.5% | -27.6% | +16.9% |
| 1Y | +28.2% | +21.0% | +7.2% | +63.6% |
| All | +28.2% | +20.7% | +7.5% | +63.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling