+49.5%
RKLB vs XME
+46.4%
+3.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.4% |
| 7D | -0.2% | -0.1% | -0.1% | -0.2% |
| 30D | -14.1% | +6.0% | -20.1% | -21.2% |
| 3M | -46.4% | -7.7% | -38.7% | -40.7% |
| 6M | -10.6% | +1.0% | -11.6% | -12.4% |
| YTD | -7.9% | +14.6% | -22.5% | -22.8% |
| 1Y | +49.5% | +46.0% | +3.5% | -5.0% |
| All | +49.5% | +46.4% | +3.1% | -5.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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