+962.4%
RKLB vs IBM
+72.8%
+889.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.2% | +3.7% | +2.8% |
| 7D | +5.3% | +0.3% | +5.0% | +5.2% |
| 30D | -20.5% | -1.5% | -19.0% | -20.2% |
| 3M | -42.0% | -16.8% | -25.3% | -40.5% |
| 6M | -6.0% | -9.0% | +3.0% | -7.4% |
| YTD | -5.6% | -20.1% | +14.5% | -2.3% |
| 1Y | +38.0% | -7.0% | +45.0% | +30.8% |
| 3Y | +962.4% | +72.4% | +890.0% | +541.2% |
| All | +962.4% | +72.8% | +889.7% | +541.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling