+308.8%
RKLB vs XLRE
+8.4%
+300.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +0.6% |
| 7D | -2.0% | -1.2% | -0.9% | -0.7% |
| 30D | -22.4% | -2.4% | -20.0% | -20.4% |
| 3M | -45.2% | -2.5% | -42.7% | -44.8% |
| 6M | -12.5% | +4.0% | -16.5% | -17.8% |
| YTD | -9.8% | +9.3% | -19.0% | -20.2% |
| 1Y | +30.0% | +5.6% | +24.4% | +19.7% |
| 3Y | +942.2% | +31.3% | +910.9% | +645.6% |
| All | +308.8% | +8.4% | +300.3% | +274.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XLRE.
Daily Out/Under-Performance
Portfolio return minus XLRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLRE 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 5y: compounded portfolio wealth divided by compounded XLRE 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…
5y analysis · Full analysis span regression · 6 months rolling