+546.0%
RKLB vs VALE
+104.7%
+441.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.7% |
| 7D | -2.0% | -0.3% | -1.8% | -1.9% |
| 30D | -22.4% | +8.6% | -31.1% | -25.0% |
| 3M | -45.2% | +2.0% | -47.1% | -45.7% |
| 6M | -12.5% | +2.1% | -14.6% | -12.5% |
| YTD | -9.8% | +20.2% | -30.0% | -14.1% |
| 1Y | +30.0% | +55.2% | -25.2% | +14.9% |
| 3Y | +942.2% | +45.9% | +896.3% | +821.0% |
| 5Y | +236.8% | +41.4% | +195.4% | +198.8% |
| All | +546.0% | +104.7% | +441.4% | +433.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VALE.
Daily Out/Under-Performance
Portfolio return minus VALE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VALE 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 10y: compounded portfolio wealth divided by compounded VALE 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…
10y analysis · Full analysis span regression · 6 months rolling