+543.6%
RKLB vs V
+109.7%
+433.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.4% | +6.2% | +6.3% |
| 7D | +15.2% | +0.8% | +14.4% | +14.8% |
| 30D | -8.1% | +9.9% | -18.0% | -13.8% |
| 3M | -21.7% | +17.5% | -39.2% | -30.1% |
| 6M | -40.5% | +33.5% | -74.0% | -52.0% |
| YTD | -10.1% | +21.6% | -31.7% | -23.2% |
| 1Y | +20.8% | +27.6% | -6.7% | -0.2% |
| 3Y | +1,335.0% | +76.4% | +1,258.6% | +838.4% |
| 5Y | +329.8% | +103.8% | +226.0% | +154.7% |
| All | +543.6% | +109.7% | +433.9% | +268.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling