+942.2%
RKLB vs IDXX
+7.6%
+934.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.4% | +2.0% | +1.7% |
| 7D | -2.0% | -5.7% | +3.7% | -0.3% |
| 30D | -22.4% | -11.5% | -10.9% | -19.6% |
| 3M | -45.2% | -9.5% | -35.6% | -44.1% |
| 6M | -12.5% | -16.0% | +3.4% | -8.4% |
| YTD | -9.8% | -25.4% | +15.6% | -1.0% |
| 1Y | +30.0% | -21.8% | +51.8% | +40.0% |
| 3Y | +942.2% | +7.0% | +935.2% | +757.4% |
| All | +942.2% | +7.6% | +934.7% | +757.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 IDXX 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