+559.5%
RKLB vs RVTY
+2.6%
+556.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.9% |
| 7D | -0.2% | +1.1% | -1.3% | -0.8% |
| 30D | -14.1% | +13.2% | -27.3% | -19.5% |
| 3M | -46.4% | +27.2% | -73.7% | -53.3% |
| 6M | -10.6% | +32.4% | -43.0% | -23.8% |
| YTD | -7.9% | +34.9% | -42.8% | -22.7% |
| 1Y | +49.5% | +52.4% | -2.9% | +17.9% |
| 3Y | +913.6% | +12.3% | +901.3% | +794.9% |
| 5Y | +375.3% | -30.8% | +406.1% | +398.0% |
| All | +559.5% | +2.6% | +556.9% | +517.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling