+559.5%
RKLB vs ILMN
-26.4%
+585.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ILMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.3% | +1.4% |
| 7D | -0.2% | +1.2% | -1.4% | -0.8% |
| 30D | -14.1% | +9.2% | -23.3% | -17.8% |
| 3M | -46.4% | +29.8% | -76.3% | -52.8% |
| 6M | -10.6% | +69.2% | -79.8% | -30.2% |
| YTD | -7.9% | +66.4% | -74.3% | -28.7% |
| 1Y | +49.5% | +123.4% | -73.9% | -0.4% |
| 3Y | +913.6% | +33.2% | +880.4% | +718.4% |
| 5Y | +375.3% | -52.0% | +427.3% | +462.0% |
| All | +559.5% | -26.4% | +585.9% | +680.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling