+1,040.7%
RKLB vs IBIT
+51.5%
+989.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | -1.3% | +12.2% | +11.6% |
| 7D | +13.0% | -2.4% | +15.4% | +14.6% |
| 30D | -13.7% | -9.1% | -4.6% | -9.0% |
| 3M | -28.9% | +15.0% | -43.9% | -34.5% |
| 6M | -44.2% | -6.9% | -37.3% | -42.4% |
| YTD | -15.6% | -14.8% | -0.9% | -9.1% |
| 1Y | +14.0% | -28.1% | +42.1% | +32.4% |
| All | +1,040.7% | +51.5% | +989.2% | +892.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling