+547.3%
RKLB vs IEFA
+79.0%
+468.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IEFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.1% | -3.2% | -2.3% |
| 7D | 0.0% | -0.5% | +0.4% | +0.8% |
| 30D | -21.2% | -1.1% | -20.1% | -19.6% |
| 3M | -41.7% | +5.1% | -46.8% | -46.1% |
| 6M | -11.8% | +9.3% | -21.1% | -21.8% |
| YTD | -9.6% | +13.0% | -22.5% | -24.2% |
| 1Y | +34.1% | +19.2% | +14.9% | +3.9% |
| 3Y | +917.3% | +67.0% | +850.3% | +361.7% |
| 5Y | +204.4% | +51.1% | +153.3% | +57.0% |
| All | +547.3% | +79.0% | +468.3% | +192.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling