+531.5%
RKLB vs ICE
+87.9%
+443.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ICE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.4% | -4.3% | -4.2% |
| 7D | +15.9% | +3.6% | +12.3% | +13.3% |
| 30D | +4.0% | +15.1% | -11.1% | -7.1% |
| 3M | -23.2% | +15.4% | -38.6% | -32.0% |
| 6M | -50.4% | +16.1% | -66.6% | -56.7% |
| YTD | -11.8% | +11.4% | -23.2% | -21.5% |
| 1Y | +36.0% | +18.5% | +17.5% | +14.6% |
| 3Y | +1,321.0% | +70.5% | +1,250.5% | +714.6% |
| 5Y | +328.2% | +40.9% | +287.3% | +171.9% |
| All | +531.5% | +87.9% | +443.5% | +239.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling