+1,496.9%
RKLB vs KVUE
-20.4%
+1,517.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.8% |
| 7D | -2.9% | -6.1% | +3.2% | -2.7% |
| 30D | -22.6% | -5.6% | -17.0% | -22.4% |
| 3M | -41.0% | -0.3% | -40.7% | -41.2% |
| 6M | -10.1% | +1.4% | -11.5% | -10.6% |
| YTD | -11.2% | +6.7% | -17.9% | -12.1% |
| 1Y | +34.2% | +1.0% | +33.2% | +34.0% |
| 3Y | +899.4% | -5.4% | +904.7% | +898.4% |
| All | +1,496.9% | -20.4% | +1,517.3% | +1,616.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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