+231.5%
RKLB vs XPO
+257.8%
-26.3%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.7% | -1.3% |
| 7D | -2.9% | -1.3% | -1.6% | -2.4% |
| 30D | -22.6% | -10.4% | -12.2% | -18.8% |
| 3M | -41.0% | -15.7% | -25.3% | -36.8% |
| 6M | -10.1% | -6.3% | -3.8% | -8.1% |
| YTD | -11.2% | +34.2% | -45.3% | -23.6% |
| 1Y | +34.2% | +39.9% | -5.7% | +12.2% |
| 3Y | +899.4% | +155.2% | +744.1% | +468.7% |
| 5Y | +231.5% | +264.7% | -33.2% | +14.5% |
| All | +231.5% | +257.8% | -26.3% | +14.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling