+535.9%
RKLB vs XRT
+50.5%
+485.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.0% |
| 7D | -2.9% | -3.6% | +0.7% | +0.7% |
| 30D | -22.6% | -6.7% | -15.9% | -17.3% |
| 3M | -41.0% | -1.4% | -39.6% | -41.1% |
| 6M | -10.1% | +1.7% | -11.8% | -12.2% |
| YTD | -11.2% | -1.5% | -9.7% | -10.4% |
| 1Y | +34.2% | -2.5% | +36.7% | +37.1% |
| 3Y | +899.4% | +39.9% | +859.5% | +643.6% |
| 5Y | +231.5% | -2.6% | +234.1% | +211.3% |
| All | +535.9% | +50.5% | +485.4% | +495.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling