+231.5%
RKLB vs VSXY
+15.5%
+216.0%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.1% | +1.3% | -1.0% |
| 7D | -2.9% | -0.3% | -2.6% | -2.8% |
| 30D | -22.6% | -22.1% | -0.5% | -17.9% |
| 3M | -41.0% | -1.1% | -39.9% | -41.6% |
| 6M | -10.1% | +53.8% | -63.9% | -24.0% |
| YTD | -11.2% | +35.5% | -46.7% | -23.1% |
| 1Y | +34.2% | +186.0% | -151.8% | -7.7% |
| 3Y | +899.4% | +343.2% | +556.2% | +441.2% |
| 5Y | +231.5% | +19.0% | +212.5% | +200.2% |
| All | +231.5% | +15.5% | +216.0% | +200.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling