+29.1%
RKLB vs IBM
-17.5%
+46.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.5% | +4.0% | +5.4% |
| 7D | +26.3% | -1.7% | +28.0% | +26.5% |
| 30D | +0.7% | +10.1% | -9.4% | +0.4% |
| 3M | -17.3% | +4.8% | -22.2% | -17.4% |
| 6M | -43.6% | +12.6% | -56.2% | -47.1% |
| YTD | -5.2% | -13.9% | +8.7% | -1.8% |
| 1Y | +29.1% | -18.7% | +47.8% | +47.0% |
| All | +29.1% | -17.5% | +46.6% | +47.0% |
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