-7.4%
RKLB vs IAG
+56.5%
-64.0%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +10.2% | -14.0% | -8.8% |
| 7D | -10.6% | +1.1% | -11.7% | -11.6% |
| 30D | -28.3% | -5.3% | -23.0% | -26.7% |
| 3M | -29.7% | +18.0% | -47.7% | -37.8% |
| 6M | -34.8% | +7.1% | -41.9% | -38.8% |
| YTD | -24.9% | +5.9% | -30.9% | -30.1% |
| 1Y | -7.4% | +59.4% | -66.8% | -32.2% |
| All | -7.4% | +56.5% | -64.0% | -32.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 1y: compounded portfolio wealth divided by compounded IAG 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…
1y analysis · Full analysis span regression · 6 months rolling