+204.4%
RKLB vs VO
+42.2%
+162.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.4% | -2.5% |
| 7D | 0.0% | -0.6% | +0.5% | +1.2% |
| 30D | -21.2% | -1.9% | -19.3% | -17.8% |
| 3M | -41.7% | +3.3% | -45.0% | -45.3% |
| 6M | -11.8% | +9.7% | -21.5% | -25.4% |
| YTD | -9.6% | +12.6% | -22.2% | -27.0% |
| 1Y | +34.1% | +13.6% | +20.5% | +8.3% |
| 3Y | +917.3% | +56.8% | +860.4% | +383.6% |
| 5Y | +204.4% | +42.3% | +162.1% | +76.5% |
| All | +204.4% | +42.2% | +162.2% | +76.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling