+444.6%
RKLB vs OVV
+415.9%
+28.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -0.6% | +16.0% | +15.5% |
| 7D | -3.0% | -16.7% | +13.6% | +1.1% |
| 30D | -26.2% | -1.5% | -24.7% | -26.1% |
| 3M | -29.9% | +1.6% | -31.4% | -30.6% |
| 6M | -37.3% | +2.0% | -39.3% | -38.6% |
| YTD | -23.9% | +56.8% | -80.7% | -34.1% |
| 1Y | +7.0% | +64.8% | -57.9% | -8.9% |
| 3Y | +1,120.0% | +38.3% | +1,081.7% | +957.3% |
| 5Y | +242.2% | +84.9% | +157.3% | +185.0% |
| All | +444.6% | +415.9% | +28.7% | +329.9% |
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