+1,275.2%
RKLB vs IP
+20.2%
+1,255.0%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +2.9% | +8.0% | +9.9% |
| 7D | +13.0% | -3.0% | +16.1% | +14.3% |
| 30D | -13.7% | +10.6% | -24.3% | -16.7% |
| 3M | -28.9% | -13.6% | -15.4% | -25.6% |
| 6M | -44.2% | +10.4% | -54.6% | -47.4% |
| YTD | -15.6% | -6.5% | -9.1% | -16.4% |
| 1Y | +14.0% | -2.1% | +16.1% | +10.3% |
| 3Y | +1,275.2% | +22.0% | +1,253.2% | +1,189.1% |
| All | +1,275.2% | +20.2% | +1,255.0% | +1,189.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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