+531.5%
RKLB vs XME
+235.7%
+295.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.6% | -2.4% | -2.5% |
| 7D | +15.9% | +0.3% | +15.6% | +15.8% |
| 30D | +4.0% | -6.1% | +10.1% | +11.2% |
| 3M | -23.2% | -18.6% | -4.6% | -6.9% |
| 6M | -50.4% | -23.9% | -26.5% | -36.0% |
| YTD | -11.8% | -9.3% | -2.5% | +1.4% |
| 1Y | +36.0% | +1.8% | +34.2% | +44.6% |
| 3Y | +1,321.0% | +93.0% | +1,228.0% | +866.0% |
| 5Y | +328.2% | +107.0% | +221.2% | +186.7% |
| All | +531.5% | +235.7% | +295.8% | +284.0% |
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 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