+1,321.0%
RKLB vs XME
+93.2%
+1,227.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.6% | -2.4% | -2.0% |
| 7D | +15.9% | +0.3% | +15.6% | +15.7% |
| 30D | +4.0% | -6.1% | +10.1% | +13.5% |
| 3M | -23.2% | -18.6% | -4.6% | -1.1% |
| 6M | -50.4% | -23.9% | -26.5% | -30.9% |
| YTD | -11.8% | -9.3% | -2.5% | +3.2% |
| 1Y | +36.0% | +1.8% | +34.2% | +42.4% |
| 3Y | +1,321.0% | +93.0% | +1,228.0% | +705.5% |
| All | +1,321.0% | +93.2% | +1,227.9% | +705.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling