+504.1%
RKLB vs V
+108.9%
+395.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | V | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | -0.1% | +11.0% | +11.0% |
| 7D | +13.0% | -0.8% | +13.8% | +13.6% |
| 30D | -13.7% | +9.5% | -23.2% | -18.9% |
| 3M | -28.9% | +16.7% | -45.6% | -36.3% |
| 6M | -44.2% | +32.9% | -77.1% | -54.8% |
| YTD | -15.6% | +21.1% | -36.7% | -27.7% |
| 1Y | +14.0% | +26.6% | -12.7% | -5.4% |
| 3Y | +1,275.2% | +78.4% | +1,196.9% | +792.0% |
| 5Y | +296.6% | +105.5% | +191.2% | +135.2% |
| All | +504.1% | +108.9% | +395.2% | +246.3% |
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