+336.5%
RKLB vs IBB
+20.0%
+316.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.2% | +4.7% | +5.5% |
| 7D | +5.3% | -1.7% | +7.0% | +7.6% |
| 30D | -20.5% | +4.9% | -25.3% | -26.8% |
| 3M | -42.0% | +24.2% | -66.3% | -58.3% |
| 6M | -6.0% | +23.8% | -29.9% | -31.1% |
| YTD | -5.6% | +23.0% | -28.5% | -30.3% |
| 1Y | +38.0% | +46.2% | -8.2% | -19.8% |
| 3Y | +962.4% | +64.8% | +897.6% | +426.7% |
| 5Y | +336.5% | +20.9% | +315.6% | +216.6% |
| All | +336.5% | +20.0% | +316.5% | +216.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling