+1,321.0%
RKLB vs ILMN
+118.2%
+1,202.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ILMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.2% | -2.8% | -3.5% |
| 7D | +15.9% | -2.9% | +18.8% | +17.3% |
| 30D | +4.0% | -23.8% | +27.8% | +15.3% |
| 3M | -23.2% | +7.5% | -30.6% | -25.4% |
| 6M | -50.4% | +42.8% | -93.2% | -57.6% |
| YTD | -11.8% | +57.8% | -69.6% | -28.5% |
| 1Y | +36.0% | +72.6% | -36.6% | +6.8% |
| 3Y | +1,321.0% | +129.3% | +1,191.7% | +841.7% |
| All | +1,321.0% | +118.2% | +1,202.8% | +841.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling