+372.0%
RKLB vs IP
-7.9%
+379.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | -4.0% | -8.2% | -10.6% |
| 7D | -22.2% | -5.0% | -17.2% | -20.6% |
| 30D | -38.7% | +6.5% | -45.3% | -40.5% |
| 3M | -38.5% | -18.0% | -20.5% | -33.7% |
| 6M | -41.6% | +10.3% | -51.9% | -45.7% |
| YTD | -34.1% | -9.9% | -24.2% | -34.2% |
| 1Y | -18.5% | -1.1% | -17.4% | -22.6% |
| 3Y | +897.6% | +13.0% | +884.6% | +754.6% |
| 5Y | +196.5% | -12.3% | +208.8% | +180.7% |
| All | +372.0% | -7.9% | +379.9% | +319.6% |
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