+336.5%
RKLB vs V
+68.4%
+268.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.7% | +4.2% | +3.7% |
| 7D | +5.3% | -1.1% | +6.4% | +6.1% |
| 30D | -20.5% | +1.9% | -22.4% | -21.9% |
| 3M | -42.0% | +15.5% | -57.6% | -48.9% |
| 6M | -6.0% | +16.6% | -22.7% | -18.3% |
| YTD | -5.6% | +5.7% | -11.3% | -11.7% |
| 1Y | +38.0% | +8.6% | +29.4% | +26.1% |
| 3Y | +962.4% | +52.5% | +909.9% | +635.9% |
| 5Y | +336.5% | +67.1% | +269.4% | +167.0% |
| All | +336.5% | +68.4% | +268.1% | +167.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling