+336.5%
RKLB vs IOVA
-63.5%
+400.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.0% | +3.5% | +2.7% |
| 7D | +5.3% | +5.1% | +0.3% | +4.3% |
| 30D | -20.5% | +37.2% | -57.7% | -25.7% |
| 3M | -42.0% | +117.5% | -159.5% | -51.8% |
| 6M | -6.0% | +69.6% | -75.6% | -18.7% |
| YTD | -5.6% | +218.7% | -224.3% | -29.3% |
| 1Y | +38.0% | +265.5% | -227.5% | -1.6% |
| 3Y | +962.4% | +46.2% | +916.2% | +659.7% |
| 5Y | +336.5% | -63.2% | +399.8% | +291.6% |
| All | +336.5% | -63.5% | +400.0% | +291.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling