+546.0%
RKLB vs INDA
+41.2%
+504.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +0.4% |
| 7D | -2.0% | -2.7% | +0.6% | +1.2% |
| 30D | -22.4% | -2.8% | -19.7% | -19.9% |
| 3M | -45.2% | +1.6% | -46.8% | -46.4% |
| 6M | -12.5% | -1.4% | -11.1% | -10.2% |
| YTD | -9.8% | -10.1% | +0.4% | +2.2% |
| 1Y | +30.0% | -8.8% | +38.8% | +44.7% |
| 3Y | +942.2% | +7.6% | +934.6% | +849.9% |
| 5Y | +236.8% | +5.8% | +231.0% | +210.9% |
| All | +546.0% | +41.2% | +504.9% | +425.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling