-18.5%
RKLB vs XLY
-0.8%
-17.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | -3.8% | -8.3% | -6.2% |
| 7D | -22.2% | +1.2% | -23.4% | -23.8% |
| 30D | -38.7% | +5.3% | -44.0% | -43.9% |
| 3M | -38.5% | -0.6% | -37.9% | -38.0% |
| 6M | -41.6% | +0.1% | -41.7% | -40.8% |
| YTD | -34.1% | -0.9% | -33.2% | -33.0% |
| 1Y | -18.5% | -1.6% | -16.9% | -15.0% |
| All | -18.5% | -0.8% | -17.7% | -15.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XLY.
Daily Out/Under-Performance
Portfolio return minus XLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLY 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 XLY 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