+308.8%
RKLB vs INCY
+69.3%
+239.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INCY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.5% | +3.1% | +2.1% |
| 7D | -2.0% | -4.2% | +2.1% | -0.7% |
| 30D | -22.4% | +0.6% | -23.0% | -22.7% |
| 3M | -45.2% | +12.6% | -57.8% | -48.0% |
| 6M | -12.5% | +28.3% | -40.8% | -20.9% |
| YTD | -9.8% | +23.0% | -32.7% | -17.2% |
| 1Y | +30.0% | +41.0% | -11.0% | +13.0% |
| 3Y | +942.2% | +88.6% | +853.6% | +683.3% |
| All | +308.8% | +69.3% | +239.5% | +208.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INCY.
Daily Out/Under-Performance
Portfolio return minus INCY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INCY 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 INCY 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