+308.8%
RKLB vs IQV
-0.1%
+308.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -25.8% |
| 3M | -45.2% | +44.6% | -89.7% | -56.7% |
| 6M | -12.5% | +52.6% | -65.1% | -34.4% |
| YTD | -9.8% | +16.1% | -25.9% | -20.7% |
| 1Y | +30.0% | +37.3% | -7.3% | +0.9% |
| 3Y | +942.2% | +21.6% | +920.7% | +735.0% |
| All | +308.8% | -0.1% | +308.9% | +253.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling