+30.0%
RKLB vs XME
+34.9%
-4.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +2.9% |
| 7D | -2.0% | -4.2% | +2.2% | +3.5% |
| 30D | -22.4% | -2.7% | -19.7% | -20.4% |
| 3M | -45.2% | -3.9% | -41.2% | -42.6% |
| 6M | -12.5% | -1.0% | -11.5% | -12.0% |
| YTD | -9.8% | +9.8% | -19.6% | -20.1% |
| 1Y | +30.0% | +32.5% | -2.6% | -7.5% |
| All | +30.0% | +34.9% | -4.9% | -7.5% |
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