+38.0%
RKLB vs ROIV
+221.6%
-183.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +18.8% | -16.2% | -7.1% |
| 7D | +5.3% | +20.2% | -14.8% | -5.3% |
| 30D | -20.5% | +14.1% | -34.6% | -26.4% |
| 3M | -42.0% | +45.6% | -87.6% | -53.1% |
| 6M | -6.0% | +44.1% | -50.2% | -23.5% |
| YTD | -5.6% | +91.2% | -96.7% | -30.9% |
| 1Y | +38.0% | +221.3% | -183.3% | +16.6% |
| All | +38.0% | +221.6% | -183.5% | +16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 1y: compounded portfolio wealth divided by compounded ROIV 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…
1y analysis · Full analysis span regression · 6 months rolling