+30.0%
RKLB vs IAU
+19.7%
+10.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.1% |
| 7D | -2.0% | -2.0% | 0.0% | -0.2% |
| 30D | -22.4% | -1.5% | -20.9% | -21.7% |
| 3M | -45.2% | +3.3% | -48.4% | -47.0% |
| 6M | -12.5% | -16.2% | +3.7% | +1.2% |
| YTD | -9.8% | +0.7% | -10.4% | -6.4% |
| 1Y | +30.0% | +19.2% | +10.7% | +9.5% |
| All | +30.0% | +19.7% | +10.3% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 IAU 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