+49.5%
RKLB vs INDA
-5.0%
+54.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -0.2% | +0.7% | -0.9% | -1.1% |
| 30D | -14.1% | -0.8% | -13.3% | -13.2% |
| 3M | -46.4% | +3.9% | -50.4% | -49.1% |
| 6M | -10.6% | -0.7% | -9.9% | -14.8% |
| YTD | -7.9% | -7.7% | -0.2% | -5.9% |
| 1Y | +49.5% | -5.1% | +54.6% | +55.9% |
| All | +49.5% | -5.0% | +54.5% | +55.9% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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