+28.2%
RKLB vs IOVA
+189.0%
-160.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.7% | +2.5% | -2.3% |
| 7D | +39.3% | -1.4% | +40.7% | +39.7% |
| 30D | -0.2% | -47.4% | +47.1% | +7.2% |
| 3M | -21.1% | +13.2% | -34.3% | -26.0% |
| 6M | -45.5% | +114.3% | -159.8% | -55.8% |
| YTD | -8.2% | +179.5% | -187.6% | -31.3% |
| 1Y | +28.2% | +200.4% | -172.2% | -5.4% |
| All | +28.2% | +189.0% | -160.8% | -5.4% |
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