-7.4%
RKLB vs IBM
-13.0%
+5.6%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.7% | -5.5% | -3.8% |
| 7D | -10.6% | +0.4% | -11.1% | -10.6% |
| 30D | -28.3% | +14.8% | -43.1% | -28.5% |
| 3M | -29.7% | +8.9% | -38.6% | -29.8% |
| 6M | -34.8% | +12.4% | -47.2% | -37.9% |
| YTD | -24.9% | -12.4% | -12.5% | -22.5% |
| 1Y | -7.4% | -13.3% | +5.8% | -3.7% |
| All | -7.4% | -13.0% | +5.6% | -3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBM.
Daily Out/Under-Performance
Portfolio return minus IBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBM 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 IBM 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