+916.8%
RKLB vs V
+56.3%
+860.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +1.3% |
| 7D | -0.2% | -1.7% | +1.5% | +0.8% |
| 30D | -14.1% | +2.0% | -16.1% | -15.5% |
| 3M | -46.4% | +17.4% | -63.8% | -52.7% |
| 6M | -10.6% | +17.5% | -28.1% | -21.5% |
| YTD | -7.9% | +7.6% | -15.5% | -13.3% |
| 1Y | +49.5% | +7.7% | +41.8% | +40.2% |
| All | +916.8% | +56.3% | +860.5% | +583.1% |
Cumulative growth
Daily Returns
Daily percentage return beside V.
Daily Out/Under-Performance
Portfolio return minus V return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × V 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 3y: compounded portfolio wealth divided by compounded V 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…
3y analysis · Full analysis span regression · 6 months rolling