+231.5%
RKLB vs VRTX
+173.5%
+58.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.5% | -1.3% |
| 7D | -2.9% | -7.8% | +4.9% | -0.3% |
| 30D | -22.6% | -2.8% | -19.7% | -22.0% |
| 3M | -41.0% | +18.1% | -59.1% | -44.7% |
| 6M | -10.1% | +3.1% | -13.2% | -11.6% |
| YTD | -11.2% | +13.5% | -24.7% | -16.0% |
| 1Y | +34.2% | +32.4% | +1.8% | +20.3% |
| 3Y | +899.4% | +50.0% | +849.4% | +709.8% |
| 5Y | +231.5% | +172.9% | +58.6% | +128.4% |
| All | +231.5% | +173.5% | +58.1% | +128.4% |
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