+485.6%
RKLB vs VSXY
+37.5%
+448.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.1% | -1.5% | +0.9% |
| 7D | -2.0% | +0.1% | -2.2% | -2.0% |
| 30D | -22.4% | -18.7% | -3.8% | -18.9% |
| 3M | -45.2% | -4.0% | -41.2% | -45.3% |
| 6M | -12.5% | +67.5% | -80.0% | -26.5% |
| YTD | -9.8% | +39.7% | -49.4% | -21.4% |
| 1Y | +30.0% | +180.0% | -150.0% | -6.9% |
| 3Y | +942.2% | +337.3% | +604.9% | +511.1% |
| 5Y | +236.8% | +22.7% | +214.1% | +156.2% |
| All | +485.6% | +37.5% | +448.0% | +337.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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