+336.5%
RKLB vs RVTY
-32.1%
+368.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.4% | +4.9% | +3.8% |
| 7D | +5.3% | +0.4% | +4.9% | +5.0% |
| 30D | -20.5% | +10.8% | -31.3% | -25.0% |
| 3M | -42.0% | +26.8% | -68.8% | -50.1% |
| 6M | -6.0% | +39.3% | -45.4% | -23.0% |
| YTD | -5.6% | +31.6% | -37.2% | -20.9% |
| 1Y | +38.0% | +47.7% | -9.7% | +8.5% |
| 3Y | +962.4% | +19.9% | +942.5% | +790.2% |
| 5Y | +336.5% | -32.3% | +368.9% | +317.7% |
| All | +336.5% | -32.1% | +368.6% | +317.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling