+49.5%
RKLB vs INSM
-11.6%
+61.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.8% |
| 7D | -0.2% | +6.5% | -6.7% | -1.2% |
| 30D | -14.1% | +27.5% | -41.7% | -17.9% |
| 3M | -46.4% | +20.4% | -66.8% | -48.1% |
| 6M | -10.6% | -15.7% | +5.1% | -7.6% |
| YTD | -7.9% | -27.4% | +19.6% | -5.0% |
| 1Y | +49.5% | -11.4% | +60.9% | +24.7% |
| All | +49.5% | -11.6% | +61.1% | +24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INSM.
Daily Out/Under-Performance
Portfolio return minus INSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INSM 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 INSM 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