+204.4%
RKLB vs ICE
+39.3%
+165.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ICE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.5% | -3.6% |
| 7D | 0.0% | -0.9% | +0.8% | +0.4% |
| 30D | -21.2% | +4.0% | -25.2% | -24.0% |
| 3M | -41.7% | +11.0% | -52.7% | -47.5% |
| 6M | -11.8% | -5.0% | -6.8% | -8.8% |
| YTD | -9.6% | -2.7% | -6.9% | -10.1% |
| 1Y | +34.1% | -8.6% | +42.7% | +41.3% |
| 3Y | +917.3% | +41.4% | +875.9% | +577.7% |
| 5Y | +204.4% | +39.9% | +164.5% | +99.5% |
| All | +204.4% | +39.3% | +165.1% | +99.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ICE.
Daily Out/Under-Performance
Portfolio return minus ICE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ICE 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 5y: compounded portfolio wealth divided by compounded ICE 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…
5y analysis · Full analysis span regression · 6 months rolling