+1,335.0%
RKLB vs IOVA
+103.0%
+1,232.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.1% | +7.6% | +6.7% |
| 7D | +15.2% | -8.5% | +23.7% | +17.0% |
| 30D | -8.1% | -44.7% | +36.7% | -1.1% |
| 3M | -21.7% | +26.2% | -47.9% | -27.1% |
| 6M | -40.5% | +123.2% | -163.7% | -50.6% |
| YTD | -10.1% | +196.0% | -206.1% | -30.1% |
| 1Y | +20.8% | +240.9% | -220.1% | -8.5% |
| 3Y | +1,335.0% | +103.5% | +1,231.5% | +912.1% |
| All | +1,335.0% | +103.0% | +1,232.0% | +912.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling