+531.5%
RKLB vs VMC
+107.2%
+424.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.6% |
| 7D | +15.9% | -1.3% | +17.2% | +17.0% |
| 30D | +4.0% | +15.5% | -11.5% | -6.1% |
| 3M | -23.2% | +0.6% | -23.8% | -24.0% |
| 6M | -50.4% | +2.1% | -52.5% | -52.6% |
| YTD | -11.8% | -1.6% | -10.2% | -15.1% |
| 1Y | +36.0% | -1.2% | +37.2% | +30.9% |
| 3Y | +1,321.0% | +35.3% | +1,285.7% | +985.6% |
| 5Y | +328.2% | +43.6% | +284.6% | +194.6% |
| All | +531.5% | +107.2% | +424.3% | +320.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling