+559.5%
RKLB vs VO
+80.0%
+479.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +1.1% |
| 7D | -0.2% | -0.3% | +0.1% | +0.3% |
| 30D | -14.1% | -0.3% | -13.8% | -13.4% |
| 3M | -46.4% | +2.9% | -49.4% | -49.2% |
| 6M | -10.6% | +9.3% | -20.0% | -23.5% |
| YTD | -7.9% | +14.2% | -22.1% | -27.2% |
| 1Y | +49.5% | +15.3% | +34.2% | +18.3% |
| 3Y | +913.6% | +56.2% | +857.3% | +396.8% |
| 5Y | +375.3% | +42.4% | +332.9% | +181.5% |
| All | +559.5% | +80.0% | +479.5% | +218.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling