+546.0%
RKLB vs XME
+306.6%
+239.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +2.5% |
| 7D | -2.0% | -4.2% | +2.2% | +1.7% |
| 30D | -22.4% | -2.7% | -19.7% | -20.9% |
| 3M | -45.2% | -3.9% | -41.2% | -43.0% |
| 6M | -12.5% | -1.0% | -11.5% | -10.3% |
| YTD | -9.8% | +9.8% | -19.6% | -13.6% |
| 1Y | +30.0% | +32.5% | -2.6% | +8.9% |
| 3Y | +942.2% | +124.3% | +817.9% | +505.9% |
| 5Y | +236.8% | +165.8% | +71.0% | +83.4% |
| All | +546.0% | +306.6% | +239.4% | +226.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling