+559.5%
RKLB vs XPO
+447.3%
+112.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.5% | -3.8% | -1.2% |
| 7D | -0.2% | +2.4% | -2.6% | -1.3% |
| 30D | -14.1% | -3.5% | -10.6% | -12.7% |
| 3M | -46.4% | -11.9% | -34.5% | -43.8% |
| 6M | -10.6% | -10.0% | -0.7% | -7.5% |
| YTD | -7.9% | +42.1% | -50.0% | -22.1% |
| 1Y | +49.5% | +47.6% | +1.9% | +23.2% |
| 3Y | +913.6% | +153.6% | +760.0% | +503.7% |
| 5Y | +375.3% | +266.5% | +108.8% | +95.6% |
| All | +559.5% | +447.3% | +112.2% | +146.7% |
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 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