+576.0%
RKLB vs OVV
+443.9%
+132.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.0% | +3.5% | +2.7% |
| 7D | +5.3% | -3.7% | +9.0% | +6.2% |
| 30D | -20.5% | +8.0% | -28.5% | -22.0% |
| 3M | -42.0% | +11.3% | -53.3% | -44.0% |
| 6M | -6.0% | +24.0% | -30.0% | -12.7% |
| YTD | -5.6% | +65.3% | -70.9% | -18.9% |
| 1Y | +38.0% | +60.2% | -22.2% | +18.5% |
| 3Y | +962.4% | +46.9% | +915.5% | +808.7% |
| 5Y | +336.5% | +158.7% | +177.8% | +252.2% |
| All | +576.0% | +443.9% | +132.1% | +429.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OVV.
Daily Out/Under-Performance
Portfolio return minus OVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OVV 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 10y: compounded portfolio wealth divided by compounded OVV 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…
10y analysis · Full analysis span regression · 6 months rolling