+535.9%
RKLB vs IOVA
-78.1%
+614.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -3.4% | +1.7% | -1.1% |
| 7D | -2.9% | -6.4% | +3.5% | -1.7% |
| 30D | -22.6% | +25.4% | -48.0% | -26.4% |
| 3M | -41.0% | +115.3% | -156.4% | -50.9% |
| 6M | -10.1% | +56.5% | -66.7% | -21.0% |
| YTD | -11.2% | +198.2% | -209.3% | -32.5% |
| 1Y | +34.2% | +242.0% | -207.8% | -2.9% |
| 3Y | +899.4% | +36.8% | +862.5% | +628.3% |
| 5Y | +231.5% | -64.3% | +295.8% | +187.7% |
| All | +535.9% | -78.1% | +614.0% | +557.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 10y: compounded portfolio wealth divided by compounded IOVA 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…
10y analysis · Full analysis span regression · 6 months rolling