+531.5%
RKLB vs VALE
+50.8%
+480.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VALE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.4% | -3.8% |
| 7D | +15.9% | -3.2% | +19.1% | +17.4% |
| 30D | +4.0% | -15.1% | +19.0% | +10.3% |
| 3M | -23.2% | -18.7% | -4.5% | -17.3% |
| 6M | -50.4% | -31.5% | -19.0% | -43.1% |
| YTD | -11.8% | -11.4% | -0.4% | -6.0% |
| 1Y | +36.0% | -1.9% | +37.8% | +40.7% |
| 3Y | +1,321.0% | +1.7% | +1,319.3% | +1,326.5% |
| 5Y | +328.2% | +35.4% | +292.8% | +308.6% |
| All | +531.5% | +50.8% | +480.7% | +483.7% |
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