+557.5%
RKLB vs VRTX
+151.8%
+405.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.8% | -2.3% | -2.9% |
| 7D | +39.3% | 0.0% | +39.3% | +39.4% |
| 30D | -0.2% | +11.8% | -12.1% | -3.6% |
| 3M | -21.1% | +3.2% | -24.3% | -22.1% |
| 6M | -45.5% | +21.0% | -66.5% | -48.8% |
| YTD | -8.2% | +19.7% | -27.8% | -13.9% |
| 1Y | +28.2% | +25.0% | +3.2% | +18.7% |
| 3Y | +1,366.1% | +45.2% | +1,320.9% | +1,165.2% |
| 5Y | +345.9% | +189.7% | +156.1% | +264.2% |
| All | +557.5% | +151.8% | +405.8% | +441.2% |
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