+364.9%
RKLB vs VRTX
+191.0%
+173.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.2% | +5.6% | +5.5% |
| 7D | +26.3% | -0.4% | +26.7% | +26.6% |
| 30D | +0.7% | +7.9% | -7.2% | -2.2% |
| 3M | -17.3% | +3.3% | -20.6% | -18.6% |
| 6M | -43.6% | +25.7% | -69.3% | -48.4% |
| YTD | -5.2% | +20.7% | -25.8% | -12.4% |
| 1Y | +29.1% | +27.4% | +1.7% | +17.0% |
| 3Y | +1,413.7% | +46.4% | +1,367.3% | +1,141.8% |
| 5Y | +364.9% | +194.3% | +170.6% | +252.9% |
| All | +364.9% | +191.0% | +173.9% | +252.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling