+559.5%
RKLB vs IOVA
-76.4%
+635.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.0% | -0.3% | +0.5% |
| 7D | -0.2% | +9.7% | -9.9% | -2.0% |
| 30D | -14.1% | +102.5% | -116.6% | -26.7% |
| 3M | -46.4% | +100.7% | -147.1% | -54.7% |
| 6M | -10.6% | +106.3% | -117.0% | -25.7% |
| YTD | -7.9% | +222.0% | -229.9% | -31.0% |
| 1Y | +49.5% | +299.5% | -250.1% | +4.7% |
| 3Y | +913.6% | +42.9% | +870.6% | +633.5% |
| 5Y | +375.3% | -65.0% | +440.3% | +314.7% |
| All | +559.5% | -76.4% | +635.9% | +572.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling