+204.4%
RKLB vs IGV
+21.2%
+183.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.4% | -3.3% |
| 7D | 0.0% | -1.5% | +1.5% | +1.6% |
| 30D | -21.2% | -3.0% | -18.2% | -19.4% |
| 3M | -41.7% | +9.6% | -51.3% | -48.8% |
| 6M | -11.8% | +16.1% | -27.9% | -30.5% |
| YTD | -9.6% | -3.6% | -6.0% | -9.9% |
| 1Y | +34.1% | -7.8% | +42.0% | +44.7% |
| 3Y | +917.3% | +40.0% | +877.3% | +582.9% |
| 5Y | +204.4% | +21.2% | +183.2% | +123.6% |
| All | +204.4% | +21.2% | +183.2% | +123.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IGV.
Daily Out/Under-Performance
Portfolio return minus IGV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IGV 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 IGV 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