+34.2%
RKLB vs IBM
-7.5%
+41.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.5% | +0.7% | -1.7% |
| 7D | -2.9% | -0.3% | -2.6% | -2.9% |
| 30D | -22.6% | -1.8% | -20.7% | -22.5% |
| 3M | -41.0% | -13.5% | -27.6% | -40.8% |
| 6M | -10.1% | -5.1% | -5.0% | -10.1% |
| YTD | -11.2% | -19.4% | +8.2% | -8.8% |
| 1Y | +34.2% | -6.5% | +40.7% | +55.4% |
| All | +34.2% | -7.5% | +41.7% | +55.4% |
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