+925.8%
RKLB vs INSM
+384.7%
+541.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.6% |
| 7D | -2.9% | +0.5% | -3.4% | -3.0% |
| 30D | -22.6% | -4.0% | -18.6% | -22.2% |
| 3M | -41.0% | +38.5% | -79.5% | -43.5% |
| 6M | -10.1% | -11.5% | +1.4% | -9.7% |
| YTD | -11.2% | -26.9% | +15.7% | -9.2% |
| 1Y | +34.2% | -12.8% | +47.0% | +33.9% |
| All | +925.8% | +384.7% | +541.1% | +837.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling