+204.4%
RKLB vs VALE
+43.3%
+161.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.5% | -3.9% |
| 7D | 0.0% | -1.8% | +1.8% | +0.7% |
| 30D | -21.2% | +6.7% | -27.9% | -23.5% |
| 3M | -41.7% | +4.9% | -46.6% | -43.0% |
| 6M | -11.8% | +3.6% | -15.4% | -12.3% |
| YTD | -9.6% | +21.9% | -31.5% | -14.9% |
| 1Y | +34.1% | +61.6% | -27.4% | +15.7% |
| 3Y | +917.3% | +52.1% | +865.1% | +776.4% |
| 5Y | +204.4% | +43.2% | +161.2% | +149.5% |
| All | +204.4% | +43.3% | +161.1% | +149.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling