+308.8%
RKLB vs IEF
-9.5%
+318.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.7% |
| 7D | -2.0% | -1.3% | -0.7% | -1.1% |
| 30D | -22.4% | -1.7% | -20.7% | -21.5% |
| 3M | -45.2% | -2.5% | -42.6% | -44.2% |
| 6M | -12.5% | -3.3% | -9.3% | -10.4% |
| YTD | -9.8% | -2.8% | -6.9% | -7.8% |
| 1Y | +30.0% | -2.7% | +32.7% | +32.6% |
| 3Y | +942.2% | +8.9% | +933.3% | +871.9% |
| All | +308.8% | -9.5% | +318.3% | +251.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling