+308.8%
RKLB vs IJH
+48.0%
+260.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +0.1% |
| 7D | -2.0% | -1.9% | -0.2% | +1.5% |
| 30D | -22.4% | -4.6% | -17.8% | -15.1% |
| 3M | -45.2% | -1.2% | -44.0% | -43.6% |
| 6M | -12.5% | +9.4% | -21.9% | -23.2% |
| YTD | -9.8% | +13.3% | -23.1% | -25.3% |
| 1Y | +30.0% | +13.4% | +16.6% | +9.4% |
| 3Y | +942.2% | +50.4% | +891.8% | +480.0% |
| All | +308.8% | +48.0% | +260.8% | +145.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 IJH 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