+547.3%
RKLB vs IEMG
+65.0%
+482.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IEMG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.7% | -3.4% |
| 7D | 0.0% | +1.6% | -1.7% | -2.5% |
| 30D | -21.2% | +4.6% | -25.8% | -26.6% |
| 3M | -41.7% | +4.8% | -46.6% | -45.5% |
| 6M | -11.8% | +16.8% | -28.6% | -29.1% |
| YTD | -9.6% | +24.8% | -34.4% | -34.3% |
| 1Y | +34.1% | +34.3% | -0.2% | -11.7% |
| 3Y | +917.3% | +87.0% | +830.3% | +323.5% |
| 5Y | +204.4% | +49.9% | +154.4% | +66.2% |
| All | +547.3% | +65.0% | +482.3% | +259.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IEMG.
Daily Out/Under-Performance
Portfolio return minus IEMG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEMG 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 IEMG 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