+1,535.1%
RKLB vs VIK
+225.1%
+1,310.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VIK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.4% | +0.7% |
| 7D | -2.0% | -0.9% | -1.1% | -1.3% |
| 30D | -22.4% | -18.4% | -4.0% | -10.0% |
| 3M | -45.2% | -8.8% | -36.4% | -41.6% |
| 6M | -12.5% | +17.1% | -29.7% | -23.1% |
| YTD | -9.8% | +19.0% | -28.8% | -23.1% |
| 1Y | +30.0% | +30.1% | -0.2% | +2.8% |
| All | +1,535.1% | +225.1% | +1,310.0% | +604.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling