+559.5%
RKLB vs VALE
+105.2%
+454.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.8% |
| 7D | -0.2% | +1.6% | -1.8% | -0.9% |
| 30D | -14.1% | +5.1% | -19.2% | -16.0% |
| 3M | -46.4% | -0.4% | -46.0% | -46.4% |
| 6M | -10.6% | -2.2% | -8.4% | -9.5% |
| YTD | -7.9% | +20.5% | -28.4% | -12.5% |
| 1Y | +49.5% | +61.2% | -11.7% | +30.7% |
| 3Y | +913.6% | +43.1% | +870.4% | +798.8% |
| 5Y | +375.3% | +34.0% | +341.3% | +325.4% |
| All | +559.5% | +105.2% | +454.3% | +443.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling