+531.5%
RKLB vs XPO
+446.5%
+85.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.2% | -6.2% | -4.9% |
| 7D | +15.9% | +9.0% | +7.0% | +11.9% |
| 30D | +4.0% | +4.2% | -0.2% | +2.3% |
| 3M | -23.2% | -8.7% | -14.5% | -20.2% |
| 6M | -50.4% | -2.8% | -47.7% | -50.2% |
| YTD | -11.8% | +41.9% | -53.7% | -25.4% |
| 1Y | +36.0% | +42.3% | -6.3% | +14.5% |
| 3Y | +1,321.0% | +127.3% | +1,193.8% | +799.2% |
| 5Y | +328.2% | +306.4% | +21.8% | +74.1% |
| All | +531.5% | +446.5% | +85.0% | +136.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling