+1,321.0%
RKLB vs IP
+18.8%
+1,302.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.4% | -5.4% | -4.4% |
| 7D | +15.9% | -0.3% | +16.2% | +16.1% |
| 30D | +4.0% | +7.9% | -4.0% | +1.1% |
| 3M | -23.2% | -15.3% | -7.9% | -19.1% |
| 6M | -50.4% | +10.5% | -61.0% | -53.3% |
| YTD | -11.8% | -9.4% | -2.4% | -11.8% |
| 1Y | +36.0% | -4.6% | +40.6% | +32.5% |
| 3Y | +1,321.0% | +21.2% | +1,299.8% | +1,233.8% |
| All | +1,321.0% | +18.8% | +1,302.2% | +1,233.8% |
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