+34.1%
RKLB vs IOVA
+254.2%
-220.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.1% | -1.1% | -3.9% |
| 7D | 0.0% | -2.2% | +2.2% | +0.2% |
| 30D | -21.2% | +31.7% | -52.9% | -24.0% |
| 3M | -41.7% | +117.3% | -159.0% | -48.1% |
| 6M | -11.8% | +55.8% | -67.6% | -20.2% |
| YTD | -9.6% | +208.8% | -218.4% | -21.7% |
| 1Y | +34.1% | +255.7% | -221.6% | +25.0% |
| All | +34.1% | +254.2% | -220.1% | +25.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling