+925.8%
RKLB vs IEF
+9.2%
+916.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.3% |
| 7D | -2.9% | -1.2% | -1.7% | -2.2% |
| 30D | -22.6% | -1.5% | -21.1% | -21.9% |
| 3M | -41.0% | -1.7% | -39.3% | -40.4% |
| 6M | -10.1% | -3.5% | -6.6% | -8.8% |
| YTD | -11.2% | -2.6% | -8.5% | -9.8% |
| 1Y | +34.2% | -2.4% | +36.6% | +36.2% |
| All | +925.8% | +9.2% | +916.7% | +827.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 IEF 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