+925.8%
RKLB vs XOM
+56.9%
+868.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.4% | -1.8% |
| 7D | -2.9% | +1.9% | -4.8% | -3.0% |
| 30D | -22.6% | +4.1% | -26.6% | -22.7% |
| 3M | -41.0% | +10.4% | -51.4% | -41.1% |
| 6M | -10.1% | +13.0% | -23.1% | -12.5% |
| YTD | -11.2% | +40.1% | -51.2% | -19.1% |
| 1Y | +34.2% | +51.1% | -16.9% | +19.2% |
| All | +925.8% | +56.9% | +868.9% | +731.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling