+444.6%
RKLB vs IP
-7.1%
+451.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +0.8% | +14.5% | +15.1% |
| 7D | -3.0% | -5.1% | +2.0% | -1.0% |
| 30D | -26.2% | +8.5% | -34.7% | -28.9% |
| 3M | -29.9% | -13.8% | -16.0% | -25.8% |
| 6M | -37.3% | +5.7% | -43.0% | -40.5% |
| YTD | -23.9% | -9.1% | -14.8% | -24.3% |
| 1Y | +7.0% | -0.8% | +7.8% | +1.7% |
| 3Y | +1,120.0% | +14.8% | +1,105.2% | +937.8% |
| 5Y | +242.2% | -11.5% | +253.7% | +223.0% |
| All | +444.6% | -7.1% | +451.8% | +382.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling