+559.5%
RKLB vs OVV
+449.5%
+109.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.7% | +2.5% | +1.1% |
| 7D | -0.2% | +0.3% | -0.5% | -0.3% |
| 30D | -14.1% | +11.7% | -25.8% | -16.5% |
| 3M | -46.4% | +9.8% | -56.2% | -48.0% |
| 6M | -10.6% | +26.6% | -37.2% | -17.4% |
| YTD | -7.9% | +67.0% | -74.9% | -21.0% |
| 1Y | +49.5% | +55.9% | -6.4% | +29.3% |
| 3Y | +913.6% | +45.5% | +868.1% | +768.9% |
| 5Y | +375.3% | +157.3% | +217.9% | +283.4% |
| All | +559.5% | +449.5% | +109.9% | +415.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling