+546.0%
RKLB vs RVMD
+394.6%
+151.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.5% |
| 7D | -2.0% | -3.0% | +0.9% | -1.2% |
| 30D | -22.4% | -0.7% | -21.7% | -22.3% |
| 3M | -45.2% | +36.5% | -81.7% | -49.9% |
| 6M | -12.5% | +104.6% | -117.1% | -31.1% |
| YTD | -9.8% | +155.8% | -165.6% | -34.9% |
| 1Y | +30.0% | +340.7% | -310.7% | -21.3% |
| 3Y | +942.2% | +519.9% | +422.3% | +439.9% |
| 5Y | +236.8% | +584.9% | -348.1% | +48.1% |
| All | +546.0% | +394.6% | +151.5% | +202.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RVMD.
Daily Out/Under-Performance
Portfolio return minus RVMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVMD 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 10y: compounded portfolio wealth divided by compounded RVMD 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…
10y analysis · Full analysis span regression · 6 months rolling