+559.5%
RKLB vs ICE
+69.2%
+490.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ICE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.0% | +2.7% | +2.3% |
| 7D | -0.2% | -0.7% | +0.5% | +0.2% |
| 30D | -14.1% | +7.6% | -21.7% | -19.3% |
| 3M | -46.4% | +13.9% | -60.4% | -52.8% |
| 6M | -10.6% | -2.4% | -8.3% | -9.6% |
| YTD | -7.9% | +0.3% | -8.1% | -10.5% |
| 1Y | +49.5% | -6.4% | +55.9% | +54.6% |
| 3Y | +913.6% | +43.1% | +870.5% | +579.9% |
| 5Y | +375.3% | +42.1% | +333.2% | +208.8% |
| All | +559.5% | +69.2% | +490.3% | +286.9% |
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