+576.0%
RKLB vs VICR
+139.5%
+436.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VICR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.5% | 0.0% | +1.7% |
| 7D | +5.3% | +9.8% | -4.5% | +2.1% |
| 30D | -20.5% | -12.6% | -7.9% | -17.2% |
| 3M | -42.0% | -29.7% | -12.3% | -36.0% |
| 6M | -6.0% | +18.8% | -24.9% | -13.7% |
| YTD | -5.6% | +76.4% | -82.0% | -24.4% |
| 1Y | +38.0% | +282.4% | -244.4% | -14.4% |
| 3Y | +962.4% | +206.2% | +756.2% | +551.2% |
| 5Y | +336.5% | +53.9% | +282.6% | +187.3% |
| All | +576.0% | +139.5% | +436.5% | +325.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling