-7.4%
RKLB vs VRT
+12.3%
-19.7%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -12.9% | +9.1% | +2.5% |
| 7D | -10.6% | -15.4% | +4.8% | -3.3% |
| 30D | -28.3% | -19.0% | -9.3% | -21.1% |
| 3M | -29.7% | -23.8% | -5.9% | -20.9% |
| 6M | -34.8% | -37.9% | +3.1% | -21.2% |
| YTD | -24.9% | +27.0% | -51.9% | -41.6% |
| 1Y | -7.4% | +13.8% | -21.2% | -24.5% |
| All | -7.4% | +12.3% | -19.7% | -24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRT.
Daily Out/Under-Performance
Portfolio return minus VRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRT 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 1y: compounded portfolio wealth divided by compounded VRT 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…
1y analysis · Full analysis span regression · 6 months rolling