+49.5%
RKLB vs IEFA
+23.1%
+26.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.4% |
| 7D | -0.2% | +0.6% | -0.8% | -1.8% |
| 30D | -14.1% | +1.0% | -15.2% | -16.4% |
| 3M | -46.4% | +4.7% | -51.1% | -52.0% |
| 6M | -10.6% | +8.6% | -19.2% | -25.0% |
| YTD | -7.9% | +14.8% | -22.7% | -37.8% |
| 1Y | +49.5% | +22.6% | +26.9% | -16.2% |
| All | +49.5% | +23.1% | +26.4% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IEFA.
Daily Out/Under-Performance
Portfolio return minus IEFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEFA 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 1y: compounded portfolio wealth divided by compounded IEFA 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…
1y analysis · Full analysis span regression · 6 months rolling