+546.0%
RKLB vs INSM
+224.9%
+321.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +1.3% |
| 7D | -2.0% | +2.5% | -4.5% | -2.5% |
| 30D | -22.4% | -2.2% | -20.3% | -22.2% |
| 3M | -45.2% | +33.8% | -79.0% | -48.8% |
| 6M | -12.5% | -7.2% | -5.4% | -12.8% |
| YTD | -9.8% | -25.6% | +15.9% | -6.3% |
| 1Y | +30.0% | -11.2% | +41.2% | +28.8% |
| 3Y | +942.2% | +388.3% | +553.9% | +592.7% |
| 5Y | +236.8% | +376.6% | -139.8% | +109.1% |
| All | +546.0% | +224.9% | +321.1% | +318.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling