+576.0%
RKLB vs XYZ
-61.5%
+637.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.2% | +5.7% | +4.1% |
| 7D | +5.3% | +2.9% | +2.5% | +3.7% |
| 30D | -20.5% | +1.4% | -21.9% | -21.4% |
| 3M | -42.0% | +14.6% | -56.6% | -46.3% |
| 6M | -6.0% | +20.8% | -26.8% | -14.2% |
| YTD | -5.6% | +23.1% | -28.6% | -15.9% |
| 1Y | +38.0% | +5.6% | +32.4% | +32.0% |
| 3Y | +962.4% | +50.9% | +911.5% | +719.3% |
| 5Y | +336.5% | -68.6% | +405.1% | +421.1% |
| All | +576.0% | -61.5% | +637.5% | +684.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling