+559.5%
RKLB vs IAU
+142.3%
+417.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +1.2% |
| 7D | -0.2% | -0.5% | +0.3% | +0.1% |
| 30D | -14.1% | +4.4% | -18.5% | -16.4% |
| 3M | -46.4% | -1.1% | -45.4% | -46.1% |
| 6M | -10.6% | -13.7% | +3.1% | -3.9% |
| YTD | -7.9% | +2.7% | -10.6% | -6.8% |
| 1Y | +49.5% | +24.6% | +24.8% | +42.5% |
| 3Y | +913.6% | +126.8% | +786.7% | +636.4% |
| 5Y | +375.3% | +139.5% | +235.8% | +220.7% |
| All | +559.5% | +142.3% | +417.2% | +336.9% |
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 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