+1,427.7%
RKLB vs XLP
+44.0%
+1,383.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.5% | +5.0% | +5.6% |
| 7D | +26.3% | -0.5% | +26.8% | +26.1% |
| 30D | +0.7% | +8.3% | -7.7% | +1.9% |
| 3M | -17.3% | +8.7% | -26.0% | -16.3% |
| 6M | -43.6% | +11.2% | -54.8% | -43.4% |
| YTD | -5.2% | +20.0% | -25.2% | -7.8% |
| 1Y | +29.1% | +21.3% | +7.8% | +24.4% |
| All | +1,427.7% | +44.0% | +1,383.7% | +1,129.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling