+330.6%
RKLB vs XME
+108.0%
+222.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.6% | -2.4% | -2.3% |
| 7D | +15.9% | +0.3% | +15.6% | +15.8% |
| 30D | +4.0% | -6.1% | +10.1% | +12.3% |
| 3M | -23.2% | -18.6% | -4.6% | -4.3% |
| 6M | -50.4% | -23.9% | -26.5% | -33.6% |
| YTD | -11.8% | -9.3% | -2.5% | +2.5% |
| 1Y | +36.0% | +1.8% | +34.2% | +43.7% |
| 3Y | +1,321.0% | +93.0% | +1,228.0% | +758.5% |
| All | +330.6% | +108.0% | +222.6% | +139.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling