+535.9%
RKLB vs IJR
+77.4%
+458.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.9% | -0.4% |
| 7D | -2.9% | -2.3% | -0.6% | +0.6% |
| 30D | -22.6% | -4.7% | -17.9% | -16.6% |
| 3M | -41.0% | +2.1% | -43.2% | -42.7% |
| 6M | -10.1% | +13.9% | -24.0% | -24.0% |
| YTD | -11.2% | +18.2% | -29.4% | -28.9% |
| 1Y | +34.2% | +21.8% | +12.4% | +4.3% |
| 3Y | +899.4% | +52.2% | +847.2% | +502.1% |
| 5Y | +231.5% | +40.1% | +191.4% | +126.0% |
| All | +535.9% | +77.4% | +458.5% | +326.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling