+576.0%
RKLB vs IEF
-10.2%
+586.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.1% | +2.6% | +2.6% |
| 7D | +5.3% | +0.1% | +5.3% | +5.3% |
| 30D | -20.5% | -0.7% | -19.7% | -20.1% |
| 3M | -42.0% | -0.4% | -41.6% | -41.8% |
| 6M | -6.0% | -2.5% | -3.6% | -4.3% |
| YTD | -5.6% | -1.6% | -4.0% | -4.3% |
| 1Y | +38.0% | -1.3% | +39.3% | +39.5% |
| 3Y | +962.4% | +10.1% | +952.3% | +882.9% |
| 5Y | +336.5% | -8.3% | +344.8% | +320.6% |
| All | +576.0% | -10.2% | +586.3% | +544.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling