+1,120.0%
RKLB vs IBB
+78.6%
+1,041.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +1.7% | +13.7% | +13.2% |
| 7D | -3.0% | -1.8% | -1.2% | -0.2% |
| 30D | -26.2% | +5.1% | -31.3% | -30.3% |
| 3M | -29.9% | +10.7% | -40.6% | -39.1% |
| 6M | -37.3% | +22.9% | -60.2% | -53.0% |
| YTD | -23.9% | +26.7% | -50.6% | -44.9% |
| 1Y | +7.0% | +35.1% | -28.1% | -28.3% |
| 3Y | +1,120.0% | +80.2% | +1,039.8% | +469.1% |
| All | +1,120.0% | +78.6% | +1,041.4% | +469.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling