+547.3%
RKLB vs VEU
+80.5%
+466.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.5% | -2.7% |
| 7D | 0.0% | +0.3% | -0.4% | -0.6% |
| 30D | -21.2% | +0.7% | -21.9% | -22.2% |
| 3M | -41.7% | +4.7% | -46.4% | -45.9% |
| 6M | -11.8% | +11.6% | -23.4% | -25.5% |
| YTD | -9.6% | +16.8% | -26.4% | -29.6% |
| 1Y | +34.1% | +24.9% | +9.2% | -6.3% |
| 3Y | +917.3% | +75.7% | +841.5% | +300.4% |
| 5Y | +204.4% | +56.1% | +148.3% | +44.2% |
| All | +547.3% | +80.5% | +466.7% | +177.8% |
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