+531.5%
RKLB vs OVV
+457.4%
+74.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.8% | -4.7% | -4.1% |
| 7D | +15.9% | +8.0% | +7.9% | +13.9% |
| 30D | +4.0% | -2.0% | +6.0% | +4.3% |
| 3M | -23.2% | +5.4% | -28.6% | -24.4% |
| 6M | -50.4% | +14.3% | -64.7% | -52.8% |
| YTD | -11.8% | +69.4% | -81.2% | -24.9% |
| 1Y | +36.0% | +72.4% | -36.4% | +14.9% |
| 3Y | +1,321.0% | +58.4% | +1,262.6% | +1,094.3% |
| 5Y | +328.2% | +106.1% | +222.1% | +249.8% |
| All | +531.5% | +457.4% | +74.0% | +389.8% |
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