+308.8%
RKLB vs XYZ
-68.2%
+376.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.5% |
| 7D | -2.0% | -4.3% | +2.3% | +0.2% |
| 30D | -22.4% | +1.2% | -23.6% | -23.3% |
| 3M | -45.2% | +14.6% | -59.8% | -49.6% |
| 6M | -12.5% | +22.6% | -35.1% | -21.2% |
| YTD | -9.8% | +21.7% | -31.5% | -19.9% |
| 1Y | +30.0% | +6.7% | +23.3% | +23.2% |
| 3Y | +942.2% | +46.8% | +895.4% | +691.9% |
| All | +308.8% | -68.2% | +376.9% | +443.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling