+916.8%
RKLB vs IBB
+68.6%
+848.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +1.8% |
| 7D | -0.2% | +1.4% | -1.6% | -2.1% |
| 30D | -14.1% | +10.5% | -24.6% | -25.7% |
| 3M | -46.4% | +23.6% | -70.1% | -60.5% |
| 6M | -10.6% | +22.6% | -33.3% | -32.6% |
| YTD | -7.9% | +25.7% | -33.6% | -33.0% |
| 1Y | +49.5% | +51.4% | -1.9% | -14.5% |
| All | +916.8% | +68.6% | +848.2% | +404.5% |
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