+535.9%
RKLB vs VRTX
+138.7%
+397.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.5% | -1.4% |
| 7D | -2.9% | -7.8% | +4.9% | -0.6% |
| 30D | -22.6% | -2.8% | -19.7% | -22.0% |
| 3M | -41.0% | +18.1% | -59.1% | -44.1% |
| 6M | -10.1% | +3.1% | -13.2% | -11.4% |
| YTD | -11.2% | +13.5% | -24.7% | -15.2% |
| 1Y | +34.2% | +32.4% | +1.8% | +22.5% |
| 3Y | +899.4% | +50.0% | +849.4% | +755.3% |
| 5Y | +231.5% | +172.9% | +58.6% | +175.4% |
| All | +535.9% | +138.7% | +397.1% | +432.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VRTX.
Daily Out/Under-Performance
Portfolio return minus VRTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRTX 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 10y: compounded portfolio wealth divided by compounded VRTX 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…
10y analysis · Full analysis span regression · 6 months rolling