+578.9%
RKLB vs VO
+81.2%
+497.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.3% | +4.2% | +2.9% |
| 7D | +26.3% | +0.2% | +26.1% | +26.9% |
| 30D | +0.7% | +2.0% | -1.3% | -2.4% |
| 3M | -17.3% | -0.3% | -17.0% | -15.8% |
| 6M | -43.6% | +7.3% | -50.9% | -50.2% |
| YTD | -5.2% | +15.0% | -20.2% | -25.2% |
| 1Y | +29.1% | +14.7% | +14.4% | +3.5% |
| 3Y | +1,413.7% | +67.3% | +1,346.4% | +561.5% |
| 5Y | +364.9% | +38.8% | +326.0% | +184.7% |
| All | +578.9% | +81.2% | +497.6% | +227.5% |
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 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