-7.4%
RKLB vs VIK
+55.4%
-62.9%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +6.2% | -10.0% | -7.6% |
| 7D | -10.6% | +5.4% | -16.0% | -13.7% |
| 30D | -28.3% | +12.5% | -40.8% | -33.8% |
| 3M | -29.7% | -15.2% | -14.5% | -22.2% |
| 6M | -34.8% | +15.4% | -50.2% | -41.0% |
| YTD | -24.9% | +27.7% | -52.6% | -37.1% |
| 1Y | -7.4% | +59.7% | -67.1% | -33.8% |
| All | -7.4% | +55.4% | -62.9% | -33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VIK.
Daily Out/Under-Performance
Portfolio return minus VIK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIK 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 1y: compounded portfolio wealth divided by compounded VIK 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…
1y analysis · Full analysis span regression · 6 months rolling