-7.4%
RKLB vs IBB
+42.2%
-49.6%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.6% | -6.4% | -6.7% |
| 7D | -10.6% | +2.2% | -12.8% | -12.8% |
| 30D | -28.3% | +6.3% | -34.6% | -33.2% |
| 3M | -29.7% | +16.3% | -46.0% | -42.9% |
| 6M | -34.8% | +30.0% | -64.8% | -55.5% |
| YTD | -24.9% | +31.1% | -56.1% | -50.5% |
| 1Y | -7.4% | +42.0% | -49.4% | -46.7% |
| All | -7.4% | +42.2% | -49.6% | -46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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