+49.5%
RKLB vs XLY
-0.5%
+50.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +2.8% |
| 7D | -0.2% | -2.0% | +1.8% | +2.9% |
| 30D | -14.1% | -3.1% | -11.0% | -9.9% |
| 3M | -46.4% | -1.8% | -44.6% | -45.0% |
| 6M | -10.6% | -0.9% | -9.8% | -9.0% |
| YTD | -7.9% | -3.4% | -4.5% | -2.9% |
| 1Y | +49.5% | -1.5% | +51.0% | +57.6% |
| All | +49.5% | -0.5% | +50.0% | +57.6% |
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