+364.9%
RKLB vs IAU
+111.4%
+253.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.1% | +6.6% | +6.2% |
| 7D | +26.3% | -2.0% | +28.3% | +27.5% |
| 30D | +0.7% | -4.4% | +5.1% | +3.2% |
| 3M | -17.3% | -8.9% | -8.4% | -12.9% |
| 6M | -43.6% | -15.9% | -27.7% | -37.7% |
| YTD | -5.2% | -7.8% | +2.6% | +2.3% |
| 1Y | +29.1% | -3.8% | +32.9% | +37.2% |
| 3Y | +1,413.7% | +104.3% | +1,309.4% | +1,033.1% |
| 5Y | +364.9% | +111.2% | +253.7% | +206.2% |
| All | +364.9% | +111.4% | +253.4% | +206.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling