+1,321.0%
RKLB vs VMC
+35.0%
+1,286.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.7% |
| 7D | +15.9% | -1.3% | +17.2% | +16.9% |
| 30D | +4.0% | +15.5% | -11.5% | -5.0% |
| 3M | -23.2% | +0.6% | -23.8% | -23.7% |
| 6M | -50.4% | +2.1% | -52.5% | -52.7% |
| YTD | -11.8% | -1.6% | -10.2% | -15.9% |
| 1Y | +36.0% | -1.2% | +37.2% | +29.6% |
| 3Y | +1,321.0% | +35.3% | +1,285.7% | +1,051.0% |
| All | +1,321.0% | +35.0% | +1,286.0% | +1,051.0% |
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