+231.5%
RKLB vs IAG
+796.9%
-565.4%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.2% | +0.4% | -1.2% |
| 7D | -2.9% | -4.1% | +1.2% | -1.9% |
| 30D | -22.6% | +10.6% | -33.2% | -24.8% |
| 3M | -41.0% | +35.4% | -76.4% | -45.4% |
| 6M | -10.1% | -9.5% | -0.6% | -9.3% |
| YTD | -11.2% | +21.8% | -33.0% | -15.9% |
| 1Y | +34.2% | +84.1% | -49.9% | +17.7% |
| 3Y | +899.4% | +817.4% | +82.0% | +555.0% |
| 5Y | +231.5% | +830.1% | -598.6% | +110.4% |
| All | +231.5% | +796.9% | -565.4% | +110.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling