+546.0%
RKLB vs XPO
+416.4%
+129.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | -2.0% | -5.7% | +3.6% | +0.4% |
| 30D | -22.4% | -12.8% | -9.6% | -17.8% |
| 3M | -45.2% | -20.0% | -25.2% | -40.1% |
| 6M | -12.5% | -6.0% | -6.5% | -10.7% |
| YTD | -9.8% | +34.0% | -43.8% | -21.8% |
| 1Y | +30.0% | +35.6% | -5.6% | +11.1% |
| 3Y | +942.2% | +152.3% | +789.9% | +520.4% |
| 5Y | +236.8% | +264.4% | -27.5% | +40.5% |
| All | +546.0% | +416.4% | +129.7% | +147.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 10y: compounded portfolio wealth divided by compounded XPO 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…
10y analysis · Full analysis span regression · 6 months rolling