+336.5%
RKLB vs XRT
-1.7%
+338.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.2% | +4.7% | +5.1% |
| 7D | +5.3% | -0.3% | +5.6% | +5.5% |
| 30D | -20.5% | -5.6% | -14.8% | -15.3% |
| 3M | -42.0% | +2.5% | -44.6% | -45.0% |
| 6M | -6.0% | +3.7% | -9.7% | -11.0% |
| YTD | -5.6% | +1.0% | -6.5% | -7.7% |
| 1Y | +38.0% | -1.2% | +39.2% | +38.6% |
| 3Y | +962.4% | +43.4% | +919.1% | +598.6% |
| 5Y | +336.5% | -0.7% | +337.2% | +303.3% |
| All | +336.5% | -1.7% | +338.2% | +303.3% |
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