+72.1%
IWM vs RKLB
+559.1%
-487.0%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | +0.2% |
| 7D | +0.1% | -0.2% | +0.3% | +0.1% |
| 30D | -1.3% | -14.1% | +12.9% | +0.7% |
| 3M | +1.6% | -46.4% | +48.0% | +9.3% |
| 6M | +13.6% | -10.6% | +24.2% | +11.3% |
| YTD | +20.8% | -7.9% | +28.6% | +16.8% |
| 1Y | +26.4% | +49.5% | -23.1% | +12.1% |
| 3Y | +60.7% | +913.6% | -852.9% | -2.4% |
| 5Y | +38.2% | +375.3% | -337.1% | -16.7% |
| All | +72.1% | +559.1% | -487.0% | +4.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling