+30.0%
RKLB vs INDA
-8.4%
+38.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +0.3% |
| 7D | -2.0% | -2.7% | +0.6% | +1.5% |
| 30D | -22.4% | -2.8% | -19.7% | -19.6% |
| 3M | -45.2% | +1.6% | -46.8% | -46.5% |
| 6M | -12.5% | -1.4% | -11.1% | -14.3% |
| YTD | -9.8% | -10.1% | +0.4% | -4.5% |
| 1Y | +30.0% | -8.8% | +38.8% | +38.1% |
| All | +30.0% | -8.4% | +38.4% | +38.1% |
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