-10.6%
RKLB vs IBIT
+11.1%
-21.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IBIT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.1% | +2.5% |
| 7D | -0.2% | +3.0% | -3.2% | -2.7% |
| 30D | -14.1% | +23.1% | -37.2% | -29.2% |
| 3M | -46.4% | +25.6% | -72.0% | -56.4% |
| 6M | -10.6% | +9.1% | -19.8% | -14.1% |
| All | -10.6% | +11.1% | -21.8% | -14.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling