-7.4%
RKLB vs IBIT
-23.0%
+15.6%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.9% | -6.7% | -6.0% |
| 7D | -10.6% | -1.8% | -8.9% | -9.4% |
| 30D | -28.3% | -6.7% | -21.6% | -24.2% |
| 3M | -29.7% | +24.6% | -54.3% | -42.4% |
| 6M | -34.8% | -0.2% | -34.6% | -34.8% |
| YTD | -24.9% | -8.7% | -16.2% | -15.7% |
| 1Y | -7.4% | -20.7% | +13.3% | +17.5% |
| All | -7.4% | -23.0% | +15.6% | +17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBIT.
Daily Out/Under-Performance
Portfolio return minus IBIT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBIT 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 1y: compounded portfolio wealth divided by compounded IBIT 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…
1y analysis · Full analysis span regression · 6 months rolling