+543.6%
RKLB vs IBB
+58.2%
+485.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.1% | +7.6% | +7.9% |
| 7D | +15.2% | +0.8% | +14.4% | +14.8% |
| 30D | -8.1% | +5.2% | -13.2% | -13.4% |
| 3M | -21.7% | +8.6% | -30.2% | -30.2% |
| 6M | -40.5% | +27.8% | -68.4% | -57.6% |
| YTD | -10.1% | +28.8% | -38.9% | -35.7% |
| 1Y | +20.8% | +36.4% | -15.6% | -19.4% |
| 3Y | +1,335.0% | +89.3% | +1,245.7% | +534.9% |
| 5Y | +329.8% | +43.3% | +286.5% | +163.4% |
| All | +543.6% | +58.2% | +485.3% | +307.8% |
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 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