+535.9%
RKLB vs IBN
+129.5%
+406.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.5% |
| 7D | -2.9% | -5.5% | +2.6% | -0.5% |
| 30D | -22.6% | -3.4% | -19.1% | -21.4% |
| 3M | -41.0% | +8.7% | -49.7% | -43.5% |
| 6M | -10.1% | +3.7% | -13.8% | -11.8% |
| YTD | -11.2% | -2.4% | -8.8% | -10.9% |
| 1Y | +34.2% | -8.1% | +42.3% | +37.7% |
| 3Y | +899.4% | +26.3% | +873.0% | +769.6% |
| 5Y | +231.5% | +54.9% | +176.6% | +165.6% |
| All | +535.9% | +129.5% | +406.4% | +394.7% |
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