+531.5%
RKLB vs IBN
+174.6%
+356.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.4% | -4.3% | -4.1% |
| 7D | +15.9% | +1.9% | +14.1% | +15.2% |
| 30D | +4.0% | +22.1% | -18.1% | -4.8% |
| 3M | -23.2% | +17.1% | -40.3% | -28.5% |
| 6M | -50.4% | +35.5% | -86.0% | -56.9% |
| YTD | -11.8% | +16.8% | -28.6% | -18.3% |
| 1Y | +36.0% | +12.4% | +23.6% | +28.1% |
| 3Y | +1,321.0% | +58.0% | +1,263.0% | +1,016.9% |
| 5Y | +328.2% | +73.7% | +254.5% | +219.1% |
| All | +531.5% | +174.6% | +356.9% | +353.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling