+296.6%
RKLB vs ILMN
-43.3%
+340.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ILMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +3.6% | +7.3% | +9.3% |
| 7D | +13.0% | -2.6% | +15.6% | +14.9% |
| 30D | -13.7% | -20.6% | +6.9% | -4.5% |
| 3M | -28.9% | +17.5% | -46.4% | -34.5% |
| 6M | -44.2% | +55.6% | -99.8% | -55.5% |
| YTD | -15.6% | +68.3% | -84.0% | -36.1% |
| 1Y | +14.0% | +81.1% | -67.1% | -16.1% |
| 3Y | +1,275.2% | +112.2% | +1,163.1% | +768.1% |
| 5Y | +296.6% | -42.6% | +339.2% | +419.0% |
| All | +296.6% | -43.3% | +340.0% | +419.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling