+531.5%
RKLB vs VEU
+71.5%
+460.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -3.9% | -3.8% |
| 7D | +15.9% | +2.1% | +13.8% | +11.7% |
| 30D | +4.0% | -0.9% | +4.9% | +6.9% |
| 3M | -23.2% | -5.4% | -17.8% | -13.1% |
| 6M | -50.4% | -1.8% | -48.7% | -46.9% |
| YTD | -11.8% | +10.9% | -22.7% | -22.9% |
| 1Y | +36.0% | +13.6% | +22.4% | +14.6% |
| 3Y | +1,321.0% | +69.3% | +1,251.8% | +510.6% |
| 5Y | +328.2% | +48.1% | +280.1% | +128.7% |
| All | +531.5% | +71.5% | +460.0% | +204.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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