+444.6%
RKLB vs IBB
+55.6%
+389.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +1.7% | +13.7% | +13.2% |
| 7D | -3.0% | -1.8% | -1.2% | -0.1% |
| 30D | -26.2% | +5.1% | -31.3% | -30.5% |
| 3M | -29.9% | +10.7% | -40.6% | -39.2% |
| 6M | -37.3% | +22.9% | -60.2% | -52.9% |
| YTD | -23.9% | +26.7% | -50.6% | -44.5% |
| 1Y | +7.0% | +35.1% | -28.1% | -27.9% |
| 3Y | +1,120.0% | +80.2% | +1,039.8% | +474.7% |
| 5Y | +242.2% | +37.8% | +204.3% | +117.5% |
| All | +444.6% | +55.6% | +389.0% | +252.1% |
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