-7.4%
RKLB vs XYZ
+19.9%
-27.3%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +15.3% | -19.1% | -11.3% |
| 7D | -10.6% | +16.5% | -27.1% | -18.1% |
| 30D | -28.3% | +15.0% | -43.2% | -34.0% |
| 3M | -29.7% | +3.5% | -33.2% | -31.6% |
| 6M | -34.8% | +21.9% | -56.7% | -43.1% |
| YTD | -24.9% | +34.6% | -59.6% | -36.2% |
| 1Y | -7.4% | +20.7% | -28.2% | -19.8% |
| All | -7.4% | +19.9% | -27.3% | -19.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 1y: compounded portfolio wealth divided by compounded XYZ 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…
1y analysis · Full analysis span regression · 6 months rolling