+557.5%
RKLB vs IBN
+173.5%
+384.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.1% | -2.7% |
| 7D | +39.3% | +5.7% | +33.6% | +36.6% |
| 30D | -0.2% | +20.5% | -20.7% | -8.1% |
| 3M | -21.1% | +15.2% | -36.3% | -26.0% |
| 6M | -45.5% | +34.5% | -80.0% | -52.5% |
| YTD | -8.2% | +16.4% | -24.5% | -14.8% |
| 1Y | +28.2% | +13.5% | +14.7% | +20.2% |
| 3Y | +1,366.1% | +55.4% | +1,310.7% | +1,061.7% |
| 5Y | +345.9% | +73.1% | +272.8% | +232.8% |
| All | +557.5% | +173.5% | +384.0% | +373.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling