+38.0%
RKLB vs ILMN
+113.9%
-75.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ILMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.3% | +5.8% | +3.1% |
| 7D | +5.3% | +1.9% | +3.4% | +4.9% |
| 30D | -20.5% | +12.3% | -32.8% | -22.3% |
| 3M | -42.0% | +33.5% | -75.6% | -45.7% |
| 6M | -6.0% | +69.4% | -75.4% | -16.9% |
| YTD | -5.6% | +60.9% | -66.5% | -17.1% |
| 1Y | +38.0% | +115.0% | -77.0% | +19.9% |
| All | +38.0% | +113.9% | -75.9% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ILMN.
Daily Out/Under-Performance
Portfolio return minus ILMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ILMN 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 1y: compounded portfolio wealth divided by compounded ILMN 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…
1y analysis · Full analysis span regression · 6 months rolling