+576.0%
RKLB vs IGV
+56.4%
+519.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IGV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.8% | +4.3% | +4.6% |
| 7D | +5.3% | -3.3% | +8.6% | +9.1% |
| 30D | -20.5% | 0.0% | -20.4% | -21.7% |
| 3M | -42.0% | +7.3% | -49.4% | -47.5% |
| 6M | -6.0% | +16.7% | -22.8% | -25.7% |
| YTD | -5.6% | -2.8% | -2.7% | -6.8% |
| 1Y | +38.0% | -6.7% | +44.7% | +46.2% |
| 3Y | +962.4% | +41.1% | +921.3% | +623.2% |
| 5Y | +336.5% | +22.0% | +314.5% | +230.4% |
| All | +576.0% | +56.4% | +519.6% | +354.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling