+559.5%
RKLB vs VRTX
+153.4%
+406.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.1% | +2.8% | +1.3% |
| 7D | -0.2% | +0.8% | -1.0% | -0.5% |
| 30D | -14.1% | +12.6% | -26.8% | -17.2% |
| 3M | -46.4% | +23.6% | -70.1% | -49.9% |
| 6M | -10.6% | +14.3% | -24.9% | -14.5% |
| YTD | -7.9% | +20.5% | -28.3% | -13.6% |
| 1Y | +49.5% | +37.6% | +11.9% | +34.9% |
| 3Y | +913.6% | +55.5% | +858.0% | +758.7% |
| 5Y | +375.3% | +175.7% | +199.5% | +288.4% |
| All | +559.5% | +153.4% | +406.1% | +443.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling