+942.2%
RKLB vs IJR
+52.1%
+890.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +0.7% |
| 7D | -2.0% | -2.2% | +0.1% | +1.8% |
| 30D | -22.4% | -4.6% | -17.9% | -15.8% |
| 3M | -45.2% | +0.2% | -45.4% | -45.4% |
| 6M | -12.5% | +14.7% | -27.2% | -28.8% |
| YTD | -9.8% | +18.9% | -28.6% | -30.8% |
| 1Y | +30.0% | +19.9% | +10.0% | -0.5% |
| 3Y | +942.2% | +53.0% | +889.2% | +483.0% |
| All | +942.2% | +52.1% | +890.2% | +483.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 3y: compounded portfolio wealth divided by compounded IJR 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…
3y analysis · Full analysis span regression · 6 months rolling