+942.2%
RKLB vs VGT
+123.9%
+818.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.4% | -0.3% |
| 7D | -2.0% | -0.2% | -1.9% | -1.8% |
| 30D | -22.4% | -0.4% | -22.0% | -21.9% |
| 3M | -45.2% | +4.4% | -49.6% | -48.1% |
| 6M | -12.5% | +32.1% | -44.6% | -40.8% |
| YTD | -9.8% | +28.8% | -38.5% | -36.4% |
| 1Y | +30.0% | +35.3% | -5.4% | -12.5% |
| 3Y | +942.2% | +124.8% | +817.5% | +300.6% |
| All | +942.2% | +123.9% | +818.3% | +300.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VGT.
Daily Out/Under-Performance
Portfolio return minus VGT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VGT 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 3y: compounded portfolio wealth divided by compounded VGT 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…
3y analysis · Full analysis span regression · 6 months rolling