+204.4%
RKLB vs XME
+183.2%
+21.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.6% | -3.6% |
| 7D | 0.0% | -0.2% | +0.2% | +0.2% |
| 30D | -21.2% | +1.4% | -22.6% | -22.6% |
| 3M | -41.7% | +2.7% | -44.5% | -42.9% |
| 6M | -11.8% | +6.5% | -18.3% | -15.8% |
| YTD | -9.6% | +15.2% | -24.8% | -18.5% |
| 1Y | +34.1% | +43.5% | -9.4% | +0.6% |
| 3Y | +917.3% | +135.9% | +781.4% | +407.2% |
| 5Y | +204.4% | +181.5% | +22.9% | +39.1% |
| All | +204.4% | +183.2% | +21.1% | +39.1% |
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