+557.5%
RKLB vs IAU
+111.5%
+446.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.8% | -0.4% | -1.6% |
| 7D | +39.3% | -5.5% | +44.8% | +43.6% |
| 30D | -0.2% | -7.0% | +6.7% | +3.8% |
| 3M | -21.1% | -12.3% | -8.8% | -15.3% |
| 6M | -45.5% | -17.9% | -27.6% | -39.2% |
| YTD | -8.2% | -10.3% | +2.2% | +0.3% |
| 1Y | +28.2% | -7.9% | +36.1% | +38.7% |
| 3Y | +1,366.1% | +98.7% | +1,267.5% | +1,047.8% |
| 5Y | +345.9% | +105.0% | +240.8% | +227.1% |
| All | +557.5% | +111.5% | +446.1% | +369.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling