+308.8%
RKLB vs VNQ
+7.0%
+301.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +0.7% |
| 7D | -2.0% | -1.3% | -0.8% | -0.4% |
| 30D | -22.4% | -2.6% | -19.9% | -20.0% |
| 3M | -45.2% | -2.0% | -43.1% | -45.0% |
| 6M | -12.5% | +4.3% | -16.8% | -18.4% |
| YTD | -9.8% | +9.2% | -19.0% | -20.8% |
| 1Y | +30.0% | +5.6% | +24.4% | +19.0% |
| 3Y | +942.2% | +30.8% | +911.4% | +633.5% |
| All | +308.8% | +7.0% | +301.7% | +283.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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