+477.6%
RKLB vs ROIV
+287.3%
+190.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +4.6% | +6.3% | +9.5% |
| 7D | +13.0% | +13.3% | -0.3% | +9.1% |
| 30D | -13.7% | +14.8% | -28.5% | -17.0% |
| 3M | -28.9% | +11.9% | -40.9% | -31.6% |
| 6M | -44.2% | +42.4% | -86.6% | -50.0% |
| YTD | -15.6% | +87.4% | -103.0% | -29.9% |
| 1Y | +14.0% | +97.2% | -83.3% | -6.5% |
| 3Y | +1,275.2% | +375.7% | +899.6% | +797.6% |
| 5Y | +296.6% | +379.0% | -82.4% | +120.2% |
| All | +477.6% | +287.3% | +190.3% | +253.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling