+559.5%
RKLB vs XME
+324.5%
+235.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.5% |
| 7D | -0.2% | -0.1% | -0.1% | -0.2% |
| 30D | -14.1% | +6.0% | -20.1% | -18.7% |
| 3M | -46.4% | -7.7% | -38.7% | -42.2% |
| 6M | -10.6% | +1.0% | -11.6% | -10.1% |
| YTD | -7.9% | +14.6% | -22.5% | -15.1% |
| 1Y | +49.5% | +46.0% | +3.5% | +16.0% |
| 3Y | +913.6% | +127.0% | +786.6% | +478.6% |
| 5Y | +375.3% | +175.8% | +199.5% | +149.6% |
| All | +559.5% | +324.5% | +235.0% | +221.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling