+308.8%
RKLB vs VRSK
-11.8%
+320.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.6% |
| 7D | -2.0% | -5.2% | +3.1% | -1.2% |
| 30D | -22.4% | -2.3% | -20.1% | -22.3% |
| 3M | -45.2% | -2.9% | -42.2% | -46.0% |
| 6M | -12.5% | -12.8% | +0.3% | -10.8% |
| YTD | -9.8% | -20.8% | +11.1% | -4.3% |
| 1Y | +30.0% | -33.2% | +63.2% | +51.4% |
| 3Y | +942.2% | -26.6% | +968.8% | +944.9% |
| All | +308.8% | -11.8% | +320.5% | +233.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 VRSK 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