+69.6%
IWM vs RKLB
+1,304.8%
-1,235.2%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.0% | +3.6% | +0.2% |
| 7D | +1.4% | +15.9% | -14.5% | -0.5% |
| 30D | +2.3% | +4.0% | -1.7% | +1.3% |
| 3M | -8.3% | -23.2% | +14.9% | -6.1% |
| 6M | -1.3% | -50.4% | +49.1% | +5.1% |
| YTD | +13.5% | -11.8% | +25.3% | +10.0% |
| 1Y | +18.4% | +36.0% | -17.6% | +7.6% |
| 3Y | +69.6% | +1,321.0% | -1,251.4% | +2.5% |
| All | +69.6% | +1,304.8% | -1,235.2% | +2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RKLB.
Daily Out/Under-Performance
Portfolio return minus RKLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKLB 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 3y: compounded portfolio wealth divided by compounded RKLB 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…
3y analysis · Full analysis span regression · 6 months rolling