+557.5%
RKLB vs IBB
+55.5%
+502.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.2% | -1.0% | -0.4% |
| 7D | +39.3% | +1.6% | +37.7% | +37.0% |
| 30D | -0.2% | +6.7% | -6.9% | -7.7% |
| 3M | -21.1% | +6.3% | -27.4% | -27.7% |
| 6M | -45.5% | +23.9% | -69.4% | -59.5% |
| YTD | -8.2% | +26.6% | -34.7% | -32.8% |
| 1Y | +28.2% | +29.6% | -1.4% | -8.4% |
| 3Y | +1,366.1% | +86.1% | +1,280.1% | +563.8% |
| 5Y | +345.9% | +40.3% | +305.5% | +180.2% |
| All | +557.5% | +55.5% | +502.0% | +326.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling