+66.0%
IWM vs RKLB
+945.6%
-879.6%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.5% | -3.0% | -0.8% |
| 7D | +1.4% | +5.3% | -3.9% | +0.8% |
| 30D | -2.3% | -20.5% | +18.2% | +0.4% |
| 3M | +4.0% | -42.0% | +46.0% | +9.9% |
| 6M | +17.9% | -6.0% | +24.0% | +15.0% |
| YTD | +20.2% | -5.6% | +25.8% | +16.2% |
| 1Y | +25.0% | +38.0% | -13.0% | +13.2% |
| 3Y | +66.0% | +962.4% | -896.4% | +0.3% |
| All | +66.0% | +945.6% | -879.6% | +0.3% |
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