+559.5%
RKLB vs IBB
+54.4%
+505.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -25.5% |
| 3M | -46.4% | +23.6% | -70.1% | -60.1% |
| 6M | -10.6% | +22.6% | -33.3% | -31.9% |
| YTD | -7.9% | +25.7% | -33.6% | -32.2% |
| 1Y | +49.5% | +51.4% | -1.9% | -13.2% |
| 3Y | +913.6% | +64.4% | +849.2% | +437.7% |
| 5Y | +375.3% | +22.1% | +353.1% | +230.2% |
| All | +559.5% | +54.4% | +505.1% | +330.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling