+547.3%
RKLB vs IBB
+49.7%
+497.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.9% | -3.4% | -3.1% |
| 7D | 0.0% | -3.9% | +3.8% | +5.1% |
| 30D | -21.2% | +2.7% | -23.9% | -24.9% |
| 3M | -41.7% | +21.4% | -63.1% | -55.6% |
| 6M | -11.8% | +20.1% | -31.8% | -31.0% |
| YTD | -9.6% | +21.9% | -31.5% | -30.9% |
| 1Y | +34.1% | +44.1% | -10.0% | -17.1% |
| 3Y | +917.3% | +63.4% | +853.9% | +443.9% |
| 5Y | +204.4% | +19.8% | +184.6% | +118.1% |
| All | +547.3% | +49.7% | +497.6% | +338.8% |
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