+531.5%
RKLB vs IAG
+434.6%
+96.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.1% | -5.0% | -4.2% |
| 7D | +15.9% | -7.7% | +23.6% | +18.0% |
| 30D | +4.0% | +1.6% | +2.4% | +3.2% |
| 3M | -23.2% | -2.4% | -20.8% | -23.3% |
| 6M | -50.4% | -7.8% | -42.6% | -49.9% |
| YTD | -11.8% | +5.0% | -16.8% | -13.4% |
| 1Y | +36.0% | +25.7% | +10.3% | +29.5% |
| 3Y | +1,321.0% | +694.5% | +626.5% | +899.3% |
| 5Y | +328.2% | +421.7% | -93.5% | +175.2% |
| All | +531.5% | +434.6% | +96.9% | +315.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling