+49.5%
RKLB vs XLU
+4.9%
+44.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.6% |
| 7D | -0.2% | +0.8% | -1.0% | -0.7% |
| 30D | -14.1% | -1.3% | -12.8% | -13.4% |
| 3M | -46.4% | -1.3% | -45.1% | -47.0% |
| 6M | -10.6% | -7.6% | -3.0% | -4.7% |
| YTD | -7.9% | +2.3% | -10.2% | -17.2% |
| 1Y | +49.5% | +5.8% | +43.7% | +33.4% |
| All | +49.5% | +4.9% | +44.6% | +33.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XLU.
Daily Out/Under-Performance
Portfolio return minus XLU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLU 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 XLU 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