+546.0%
RKLB vs IQV
+51.3%
+494.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.7% | -0.1% | +0.7% |
| 7D | -2.0% | -2.2% | +0.2% | -1.0% |
| 30D | -22.4% | +8.3% | -30.7% | -25.7% |
| 3M | -45.2% | +44.6% | -89.7% | -56.5% |
| 6M | -12.5% | +52.6% | -65.1% | -33.9% |
| YTD | -9.8% | +16.1% | -25.9% | -20.5% |
| 1Y | +30.0% | +37.3% | -7.3% | +1.6% |
| 3Y | +942.2% | +21.6% | +920.7% | +741.8% |
| 5Y | +236.8% | +0.5% | +236.3% | +195.2% |
| All | +546.0% | +51.3% | +494.8% | +388.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 10y: compounded portfolio wealth divided by compounded IQV 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…
10y analysis · Full analysis span regression · 6 months rolling