+421.5%
RKLB vs IOT
+61.2%
+360.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.1% | +2.6% | +2.6% |
| 7D | +5.3% | +2.8% | +2.5% | +4.1% |
| 30D | -20.5% | -1.8% | -18.7% | -20.3% |
| 3M | -42.0% | +17.9% | -59.9% | -46.9% |
| 6M | -6.0% | +13.5% | -19.6% | -15.1% |
| YTD | -5.6% | +13.3% | -18.8% | -16.3% |
| 1Y | +38.0% | -3.3% | +41.3% | +30.4% |
| 3Y | +962.4% | +31.3% | +931.1% | +729.0% |
| All | +421.5% | +61.2% | +360.3% | +217.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling