+308.8%
RKLB vs VICR
+57.6%
+251.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +11.2% | -9.6% | -2.1% |
| 7D | -2.0% | +5.0% | -7.0% | -3.8% |
| 30D | -22.4% | -12.5% | -10.0% | -19.4% |
| 3M | -45.2% | -33.6% | -11.6% | -38.4% |
| 6M | -12.5% | +10.7% | -23.2% | -18.2% |
| YTD | -9.8% | +80.6% | -90.3% | -28.7% |
| 1Y | +30.0% | +288.4% | -258.4% | -20.7% |
| 3Y | +942.2% | +213.8% | +728.4% | +526.4% |
| All | +308.8% | +57.6% | +251.1% | +182.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VICR.
Daily Out/Under-Performance
Portfolio return minus VICR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VICR 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 VICR 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