+535.9%
RKLB vs XLV
+66.6%
+469.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.2% |
| 7D | -2.9% | -4.4% | +1.5% | +1.3% |
| 30D | -22.6% | -1.4% | -21.2% | -21.9% |
| 3M | -41.0% | +8.9% | -49.9% | -47.3% |
| 6M | -10.1% | +9.1% | -19.2% | -19.6% |
| YTD | -11.2% | +7.9% | -19.1% | -20.1% |
| 1Y | +34.2% | +22.7% | +11.5% | +3.3% |
| 3Y | +899.4% | +31.9% | +867.4% | +598.6% |
| 5Y | +231.5% | +34.9% | +196.6% | +128.5% |
| All | +535.9% | +66.6% | +469.2% | +230.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling