+531.5%
RKLB vs XYL
+5.0%
+526.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XYL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.1% | -4.1% |
| 7D | +15.9% | -3.7% | +19.7% | +18.7% |
| 30D | +4.0% | -8.3% | +12.3% | +6.4% |
| 3M | -23.2% | -21.4% | -1.8% | -11.9% |
| 6M | -50.4% | -12.9% | -37.5% | -48.8% |
| YTD | -11.8% | -30.1% | +18.3% | +8.8% |
| 1Y | +36.0% | -35.2% | +71.1% | +79.2% |
| 3Y | +1,321.0% | -0.8% | +1,321.8% | +1,225.4% |
| 5Y | +328.2% | -23.2% | +351.4% | +317.1% |
| All | +531.5% | +5.0% | +526.5% | +426.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling