+390.6%
RKLB vs IOT
+54.4%
+336.2%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.2% | -1.6% |
| 7D | -2.9% | -0.8% | -2.1% | -2.6% |
| 30D | -22.6% | -4.7% | -17.9% | -21.5% |
| 3M | -41.0% | +17.8% | -58.8% | -46.0% |
| 6M | -10.1% | +16.8% | -27.0% | -19.9% |
| YTD | -11.2% | +8.4% | -19.6% | -19.9% |
| 1Y | +34.2% | -0.8% | +35.0% | +25.3% |
| 3Y | +899.4% | +25.7% | +873.6% | +692.8% |
| All | +390.6% | +54.4% | +336.2% | +203.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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