+576.0%
RKLB vs VGT
+208.1%
+367.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VGT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.2% | +2.7% | +2.8% |
| 7D | +5.3% | +1.8% | +3.5% | +2.6% |
| 30D | -20.5% | -0.3% | -20.1% | -20.0% |
| 3M | -42.0% | +3.4% | -45.4% | -43.8% |
| 6M | -6.0% | +35.0% | -41.0% | -36.0% |
| YTD | -5.6% | +28.8% | -34.3% | -31.1% |
| 1Y | +38.0% | +38.0% | 0.0% | -6.2% |
| 3Y | +962.4% | +125.8% | +836.6% | +294.1% |
| 5Y | +336.5% | +134.7% | +201.8% | +58.5% |
| All | +576.0% | +208.1% | +367.9% | +107.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling