-7.4%
RKLB vs XRT
+18.0%
-25.4%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +5.5% | -9.3% | -7.5% |
| 7D | -10.6% | +8.0% | -18.7% | -15.9% |
| 30D | -28.3% | +13.0% | -41.3% | -35.9% |
| 3M | -29.7% | +1.7% | -31.4% | -29.9% |
| 6M | -34.8% | +12.6% | -47.4% | -44.4% |
| YTD | -24.9% | +10.7% | -35.6% | -35.5% |
| 1Y | -7.4% | +18.4% | -25.8% | -27.8% |
| All | -7.4% | +18.0% | -25.4% | -27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XRT.
Daily Out/Under-Performance
Portfolio return minus XRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XRT 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 1y: compounded portfolio wealth divided by compounded XRT 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…
1y analysis · Full analysis span regression · 6 months rolling