+557.5%
RKLB vs XRT
+63.5%
+494.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.8% | -1.3% | -1.4% |
| 7D | +39.3% | -0.4% | +39.8% | +39.9% |
| 30D | -0.2% | +7.5% | -7.8% | -8.3% |
| 3M | -21.1% | +2.3% | -23.4% | -24.1% |
| 6M | -45.5% | +12.8% | -58.3% | -52.9% |
| YTD | -8.2% | +7.1% | -15.2% | -15.8% |
| 1Y | +28.2% | +12.3% | +16.0% | +12.3% |
| 3Y | +1,366.1% | +57.0% | +1,309.1% | +859.5% |
| 5Y | +345.9% | -4.3% | +350.2% | +294.7% |
| All | +557.5% | +63.5% | +494.0% | +459.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling