+557.5%
RKLB vs RVTY
+23.8%
+533.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.4% | -2.7% |
| 7D | +39.3% | +4.1% | +35.2% | +36.8% |
| 30D | -0.2% | +1.3% | -1.5% | -0.2% |
| 3M | -21.1% | +33.3% | -54.3% | -31.5% |
| 6M | -45.5% | +58.3% | -103.8% | -57.3% |
| YTD | -8.2% | +62.7% | -70.9% | -29.6% |
| 1Y | +28.2% | +67.2% | -39.0% | -3.0% |
| 3Y | +1,366.1% | +87.3% | +1,278.8% | +912.7% |
| 5Y | +345.9% | -13.4% | +359.3% | +325.1% |
| All | +557.5% | +23.8% | +533.8% | +462.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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