+962.4%
RKLB vs ROIV
+253.6%
+708.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +18.8% | -16.2% | -6.5% |
| 7D | +5.3% | +20.2% | -14.8% | -4.5% |
| 30D | -20.5% | +14.1% | -34.6% | -26.1% |
| 3M | -42.0% | +45.6% | -87.6% | -52.3% |
| 6M | -6.0% | +44.1% | -50.2% | -21.9% |
| YTD | -5.6% | +91.2% | -96.7% | -31.2% |
| 1Y | +38.0% | +221.3% | -183.3% | -20.7% |
| 3Y | +962.4% | +229.2% | +733.2% | +453.8% |
| All | +962.4% | +253.6% | +708.8% | +453.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling