+535.9%
RKLB vs VNQ
+37.0%
+498.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -0.8% |
| 7D | -2.9% | -2.6% | -0.3% | 0.0% |
| 30D | -22.6% | -2.3% | -20.2% | -20.6% |
| 3M | -41.0% | -2.8% | -38.2% | -40.4% |
| 6M | -10.1% | +2.5% | -12.6% | -13.8% |
| YTD | -11.2% | +8.4% | -19.6% | -20.2% |
| 1Y | +34.2% | +6.8% | +27.4% | +22.7% |
| 3Y | +899.4% | +29.9% | +869.4% | +646.6% |
| 5Y | +231.5% | +7.2% | +224.3% | +196.0% |
| All | +535.9% | +37.0% | +498.9% | +424.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling