+231.5%
RKLB vs VGT
+131.4%
+100.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.0% | -0.7% | -0.2% |
| 7D | -2.9% | -1.0% | -1.9% | -1.4% |
| 30D | -22.6% | -0.4% | -22.1% | -22.0% |
| 3M | -41.0% | +6.6% | -47.6% | -45.4% |
| 6M | -10.1% | +31.0% | -41.1% | -36.9% |
| YTD | -11.2% | +27.2% | -38.4% | -34.8% |
| 1Y | +34.2% | +34.5% | -0.3% | -6.6% |
| 3Y | +899.4% | +123.1% | +776.2% | +263.6% |
| 5Y | +231.5% | +135.1% | +96.4% | +20.5% |
| All | +231.5% | +131.4% | +100.1% | +20.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling