+559.5%
RKLB vs IAG
+532.1%
+27.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.2% | +2.9% | +1.2% |
| 7D | -0.2% | -0.5% | +0.3% | -0.1% |
| 30D | -14.1% | +28.9% | -43.0% | -19.4% |
| 3M | -46.4% | +19.1% | -65.6% | -48.7% |
| 6M | -10.6% | -10.3% | -0.4% | -9.7% |
| YTD | -7.9% | +24.2% | -32.1% | -12.7% |
| 1Y | +49.5% | +116.5% | -67.0% | +28.9% |
| 3Y | +913.6% | +742.8% | +170.8% | +595.0% |
| 5Y | +375.3% | +753.3% | -378.0% | +197.6% |
| All | +559.5% | +532.1% | +27.4% | +318.4% |
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 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