+547.3%
RKLB vs INSM
+223.4%
+323.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +3.1% | -7.4% | -4.8% |
| 7D | 0.0% | +1.7% | -1.8% | -0.4% |
| 30D | -21.2% | -4.4% | -16.8% | -20.6% |
| 3M | -41.7% | +30.0% | -71.8% | -45.3% |
| 6M | -11.8% | -10.0% | -1.8% | -11.6% |
| YTD | -9.6% | -26.0% | +16.4% | -6.1% |
| 1Y | +34.1% | -12.5% | +46.6% | +33.3% |
| 3Y | +917.3% | +390.5% | +526.8% | +574.1% |
| 5Y | +204.4% | +357.7% | -153.3% | +90.6% |
| All | +547.3% | +223.4% | +323.9% | +319.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling