+546.0%
RKLB vs XLU
+57.5%
+488.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.9% |
| 7D | -2.0% | -1.6% | -0.4% | -0.7% |
| 30D | -22.4% | -3.3% | -19.1% | -20.3% |
| 3M | -45.2% | -3.2% | -42.0% | -44.2% |
| 6M | -12.5% | -7.0% | -5.6% | -7.8% |
| YTD | -9.8% | +0.6% | -10.4% | -11.6% |
| 1Y | +30.0% | +2.4% | +27.5% | +26.1% |
| 3Y | +942.2% | +46.3% | +896.0% | +688.9% |
| 5Y | +236.8% | +44.0% | +192.8% | +171.5% |
| All | +546.0% | +57.5% | +488.5% | +333.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling