+962.4%
RKLB vs VMC
+22.8%
+939.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.6% | +4.2% | +3.5% |
| 7D | +5.3% | -0.5% | +5.9% | +5.6% |
| 30D | -20.5% | -9.1% | -11.4% | -15.9% |
| 3M | -42.0% | -4.1% | -37.9% | -42.3% |
| 6M | -6.0% | -5.5% | -0.5% | -6.3% |
| YTD | -5.6% | -8.9% | +3.3% | -5.3% |
| 1Y | +38.0% | -12.9% | +50.9% | +44.2% |
| 3Y | +962.4% | +22.1% | +940.3% | +775.9% |
| All | +962.4% | +22.8% | +939.6% | +775.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VMC.
Daily Out/Under-Performance
Portfolio return minus VMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VMC 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 3y: compounded portfolio wealth divided by compounded VMC 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…
3y analysis · Full analysis span regression · 6 months rolling