+535.9%
RKLB vs XYL
+18.8%
+517.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.7% | -1.0% |
| 7D | -2.9% | -1.2% | -1.7% | -2.0% |
| 30D | -22.6% | -13.2% | -9.4% | -13.7% |
| 3M | -41.0% | -0.2% | -40.9% | -42.7% |
| 6M | -10.1% | -12.5% | +2.4% | -2.0% |
| YTD | -11.2% | -20.9% | +9.7% | +4.5% |
| 1Y | +34.2% | -21.6% | +55.8% | +60.5% |
| 3Y | +899.4% | +16.1% | +883.2% | +766.0% |
| 5Y | +231.5% | -15.6% | +247.1% | +208.5% |
| All | +535.9% | +18.8% | +517.1% | +405.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XYL.
Daily Out/Under-Performance
Portfolio return minus XYL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYL 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 XYL 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