+49.5%
RKLB vs VLO
+143.4%
-93.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -0.2% | +5.2% | -5.4% | 0.0% |
| 30D | -14.1% | +22.6% | -36.7% | -13.4% |
| 3M | -46.4% | +43.8% | -90.2% | -45.6% |
| 6M | -10.6% | +65.7% | -76.4% | -11.4% |
| YTD | -7.9% | +131.1% | -139.0% | -12.5% |
| 1Y | +49.5% | +143.6% | -94.2% | +53.3% |
| All | +49.5% | +143.4% | -93.9% | +53.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 VLO 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