+34.1%
RKLB vs IBIT
-30.9%
+65.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.2% | -4.0% | -4.1% |
| 7D | 0.0% | +1.1% | -1.2% | -1.2% |
| 30D | -21.2% | +22.2% | -43.4% | -34.2% |
| 3M | -41.7% | +26.0% | -67.8% | -52.5% |
| 6M | -11.8% | +13.2% | -25.0% | -20.3% |
| YTD | -9.6% | -10.8% | +1.2% | +1.0% |
| 1Y | +34.1% | -29.9% | +64.0% | +82.0% |
| All | +34.1% | -30.9% | +65.0% | +82.0% |
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