+364.9%
RKLB vs XRT
-1.3%
+366.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.1% | +5.6% | +5.6% |
| 7D | +26.3% | -1.4% | +27.8% | +28.8% |
| 30D | +0.7% | +9.8% | -9.1% | -11.3% |
| 3M | -17.3% | +3.3% | -20.6% | -22.1% |
| 6M | -43.6% | +13.6% | -57.2% | -53.3% |
| YTD | -5.2% | +9.1% | -14.2% | -16.8% |
| 1Y | +29.1% | +15.1% | +14.0% | +6.1% |
| 3Y | +1,413.7% | +59.9% | +1,353.8% | +747.3% |
| 5Y | +364.9% | -1.7% | +366.6% | +315.5% |
| All | +364.9% | -1.3% | +366.2% | +315.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling