-7.4%
RKLB vs IR
+11.7%
-19.2%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.4% | -3.3% | -3.5% |
| 7D | -10.6% | +11.6% | -22.2% | -16.3% |
| 30D | -28.3% | +7.2% | -35.4% | -31.1% |
| 3M | -29.7% | -5.9% | -23.8% | -27.4% |
| 6M | -34.8% | +11.5% | -46.3% | -40.8% |
| YTD | -24.9% | +6.3% | -31.3% | -33.4% |
| 1Y | -7.4% | +9.1% | -16.5% | -19.1% |
| All | -7.4% | +11.7% | -19.2% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 1y: compounded portfolio wealth divided by compounded IR 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…
1y analysis · Full analysis span regression · 6 months rolling