+28.2%
RKLB vs IAU
-6.5%
+34.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.8% | -0.4% | -0.5% |
| 7D | +39.3% | -5.5% | +44.8% | +46.5% |
| 30D | -0.2% | -7.0% | +6.7% | +6.5% |
| 3M | -21.1% | -12.3% | -8.8% | -11.1% |
| 6M | -45.5% | -17.9% | -27.6% | -34.2% |
| YTD | -8.2% | -10.3% | +2.2% | +6.7% |
| 1Y | +28.2% | -7.9% | +36.1% | +34.9% |
| All | +28.2% | -6.5% | +34.7% | +34.9% |
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