+28.2%
RKLB vs IBB
+30.0%
-1.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.2% | -1.0% | -0.4% |
| 7D | +39.3% | +1.6% | +37.7% | +37.1% |
| 30D | -0.2% | +6.7% | -6.9% | -6.9% |
| 3M | -21.1% | +6.3% | -27.4% | -27.5% |
| 6M | -45.5% | +23.9% | -69.4% | -60.9% |
| YTD | -8.2% | +26.6% | -34.7% | -38.3% |
| 1Y | +28.2% | +29.6% | -1.4% | -16.8% |
| All | +28.2% | +30.0% | -1.8% | -16.8% |
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 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