+308.8%
RKLB vs INVH
-20.2%
+328.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | -2.0% | -3.0% | +1.0% | -0.2% |
| 30D | -22.4% | -7.5% | -14.9% | -18.9% |
| 3M | -45.2% | -5.5% | -39.6% | -44.0% |
| 6M | -12.5% | +11.7% | -24.2% | -20.3% |
| YTD | -9.8% | +1.3% | -11.1% | -12.5% |
| 1Y | +30.0% | -6.1% | +36.1% | +32.1% |
| 3Y | +942.2% | -9.8% | +952.0% | +970.6% |
| All | +308.8% | -20.2% | +328.9% | +369.4% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 5y: compounded portfolio wealth divided by compounded INVH 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…
5y analysis · Full analysis span regression · 6 months rolling