+28.2%
RKLB vs VO
+13.5%
+14.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.3% | -0.3% |
| 7D | +39.3% | +2.9% | +36.4% | +27.6% |
| 30D | -0.2% | +1.0% | -1.2% | -2.2% |
| 3M | -21.1% | -1.7% | -19.3% | -15.2% |
| 6M | -45.5% | +6.7% | -52.2% | -55.4% |
| YTD | -8.2% | +14.0% | -22.1% | -40.7% |
| 1Y | +28.2% | +13.7% | +14.5% | -15.1% |
| All | +28.2% | +13.5% | +14.7% | -15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 1y: compounded portfolio wealth divided by compounded VO 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…
1y analysis · Full analysis span regression · 6 months rolling