+486.7%
RKLB vs VSXY
+37.7%
+449.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.5% | -0.7% | -3.4% |
| 7D | 0.0% | -10.7% | +10.7% | +2.4% |
| 30D | -21.2% | -24.3% | +3.1% | -16.2% |
| 3M | -41.7% | +1.0% | -42.7% | -42.6% |
| 6M | -11.8% | +57.4% | -69.1% | -24.7% |
| YTD | -9.6% | +39.8% | -49.4% | -21.3% |
| 1Y | +34.1% | +196.5% | -162.4% | -5.4% |
| 3Y | +917.3% | +357.2% | +560.0% | +488.8% |
| 5Y | +204.4% | +18.9% | +185.5% | +130.7% |
| All | +486.7% | +37.7% | +449.0% | +337.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling