-7.4%
RKLB vs XLV
+34.1%
-41.5%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.1% | -6.8% | -3.4% |
| 7D | -10.6% | +5.5% | -16.2% | -10.1% |
| 30D | -28.3% | +13.3% | -41.6% | -27.9% |
| 3M | -29.7% | +17.4% | -47.1% | -29.7% |
| 6M | -34.8% | +32.1% | -66.9% | -39.7% |
| YTD | -24.9% | +24.0% | -49.0% | -29.7% |
| 1Y | -7.4% | +32.9% | -40.3% | -19.4% |
| All | -7.4% | +34.1% | -41.5% | -19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XLV.
Daily Out/Under-Performance
Portfolio return minus XLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLV 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 XLV 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