+308.8%
RKLB vs VWO
+34.0%
+274.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VWO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +0.4% |
| 7D | -2.0% | -1.8% | -0.3% | +1.1% |
| 30D | -22.4% | -0.1% | -22.3% | -22.3% |
| 3M | -45.2% | +2.2% | -47.4% | -46.6% |
| 6M | -12.5% | +8.8% | -21.3% | -21.2% |
| YTD | -9.8% | +12.4% | -22.2% | -22.9% |
| 1Y | +30.0% | +15.6% | +14.4% | +7.3% |
| 3Y | +942.2% | +62.5% | +879.7% | +411.9% |
| All | +308.8% | +34.0% | +274.7% | +172.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VWO.
Daily Out/Under-Performance
Portfolio return minus VWO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VWO 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 VWO 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