+944.2%
RKLB vs IAG
+817.0%
+127.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +2.1% | -6.4% | -4.9% |
| 7D | 0.0% | +1.7% | -1.7% | -0.7% |
| 30D | -21.2% | +11.4% | -32.7% | -24.4% |
| 3M | -41.7% | +33.0% | -74.8% | -47.2% |
| 6M | -11.8% | -6.0% | -5.8% | -12.2% |
| YTD | -9.6% | +24.6% | -34.2% | -16.6% |
| 1Y | +34.1% | +105.0% | -70.9% | +10.3% |
| All | +944.2% | +817.0% | +127.2% | +532.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling