+925.8%
RKLB vs IQV
+20.0%
+905.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.1% | -1.9% | -1.8% |
| 7D | -2.9% | -5.3% | +2.4% | -1.3% |
| 30D | -22.6% | +5.5% | -28.1% | -24.0% |
| 3M | -41.0% | +41.2% | -82.3% | -49.0% |
| 6M | -10.1% | +50.5% | -60.6% | -25.3% |
| YTD | -11.2% | +14.1% | -25.3% | -17.0% |
| 1Y | +34.2% | +39.9% | -5.7% | +12.2% |
| All | +925.8% | +20.0% | +905.8% | +753.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling