+944.2%
RKLB vs IBN
+25.8%
+918.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.7% | -2.5% | -3.6% |
| 7D | 0.0% | -5.1% | +5.1% | +1.9% |
| 30D | -21.2% | -3.5% | -17.7% | -20.2% |
| 3M | -41.7% | +11.3% | -53.0% | -44.5% |
| 6M | -11.8% | +4.4% | -16.2% | -14.0% |
| YTD | -9.6% | -1.8% | -7.8% | -10.4% |
| 1Y | +34.1% | -8.0% | +42.1% | +35.1% |
| All | +944.2% | +25.8% | +918.4% | +811.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling