+308.8%
RKLB vs VIVK
-100.0%
+408.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -7.4% | +9.0% | +1.8% |
| 7D | -2.0% | -4.4% | +2.3% | -1.9% |
| 30D | -22.4% | -40.8% | +18.4% | -21.3% |
| 3M | -45.2% | -94.1% | +49.0% | -41.2% |
| 6M | -12.5% | -98.2% | +85.7% | -4.3% |
| YTD | -9.8% | -98.0% | +88.3% | -3.9% |
| 1Y | +30.0% | -100.0% | +129.9% | +55.3% |
| 3Y | +942.2% | -100.0% | +1,042.2% | +1,108.3% |
| All | +308.8% | -100.0% | +408.8% | +356.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 VIVK 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