+34.2%
RKLB vs IBN
-8.6%
+42.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.5% |
| 7D | -2.9% | -5.5% | +2.6% | -0.4% |
| 30D | -22.6% | -3.4% | -19.1% | -21.4% |
| 3M | -41.0% | +8.7% | -49.7% | -44.4% |
| 6M | -10.1% | +3.7% | -13.8% | -14.8% |
| YTD | -11.2% | -2.4% | -8.8% | -15.0% |
| 1Y | +34.2% | -8.1% | +42.3% | +27.7% |
| All | +34.2% | -8.6% | +42.8% | +27.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling