+576.0%
RKLB vs IQV
+49.8%
+526.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.2% | +5.7% | +4.1% |
| 7D | +5.3% | +0.3% | +5.0% | +5.0% |
| 30D | -20.5% | +8.6% | -29.1% | -24.0% |
| 3M | -42.0% | +41.1% | -83.2% | -53.4% |
| 6M | -6.0% | +48.6% | -54.6% | -27.9% |
| YTD | -5.6% | +15.0% | -20.6% | -16.4% |
| 1Y | +38.0% | +38.1% | -0.1% | +7.3% |
| 3Y | +962.4% | +21.4% | +941.0% | +756.1% |
| 5Y | +336.5% | -1.0% | +337.5% | +284.8% |
| All | +576.0% | +49.8% | +526.2% | +413.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling