+364.9%
RKLB vs VO
+38.8%
+326.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.3% | +4.2% | +2.7% |
| 7D | +26.3% | +0.2% | +26.1% | +26.9% |
| 30D | +0.7% | +2.0% | -1.3% | -2.6% |
| 3M | -17.3% | -0.3% | -17.0% | -15.8% |
| 6M | -43.6% | +7.3% | -50.9% | -50.5% |
| YTD | -5.2% | +15.0% | -20.2% | -26.3% |
| 1Y | +29.1% | +14.7% | +14.4% | +2.1% |
| 3Y | +1,413.7% | +67.3% | +1,346.4% | +526.2% |
| 5Y | +364.9% | +38.8% | +326.0% | +171.9% |
| All | +364.9% | +38.8% | +326.1% | +171.9% |
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