-7.4%
RKLB vs XOM
+53.6%
-61.0%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.6% | +0.8% | -5.8% |
| 7D | -10.6% | -7.0% | -3.6% | -13.4% |
| 30D | -28.3% | +3.2% | -31.5% | -26.8% |
| 3M | -29.7% | +10.7% | -40.3% | -25.7% |
| 6M | -34.8% | +11.6% | -46.4% | -29.4% |
| YTD | -24.9% | +43.5% | -68.4% | -27.8% |
| 1Y | -7.4% | +52.6% | -60.0% | -12.6% |
| All | -7.4% | +53.6% | -61.0% | -12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XOM.
Daily Out/Under-Performance
Portfolio return minus XOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOM 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 XOM 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