+330.6%
RKLB vs VLO
+476.5%
-145.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.3% | -5.3% | -4.2% |
| 7D | +15.9% | +9.6% | +6.3% | +13.9% |
| 30D | +4.0% | -17.4% | +21.4% | +7.6% |
| 3M | -23.2% | +10.8% | -33.9% | -25.4% |
| 6M | -50.4% | +56.9% | -107.4% | -55.7% |
| YTD | -11.8% | +136.8% | -148.6% | -29.9% |
| 1Y | +36.0% | +120.7% | -84.7% | +10.0% |
| 3Y | +1,321.0% | +231.9% | +1,089.1% | +893.4% |
| All | +330.6% | +476.5% | -145.9% | +171.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling