+535.9%
RKLB vs IR
+62.3%
+473.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.2% |
| 7D | -2.9% | -3.1% | +0.2% | -0.6% |
| 30D | -22.6% | -14.0% | -8.5% | -13.1% |
| 3M | -41.0% | +3.7% | -44.7% | -43.9% |
| 6M | -10.1% | -15.4% | +5.3% | +0.3% |
| YTD | -11.2% | -7.7% | -3.5% | -8.6% |
| 1Y | +34.2% | -8.8% | +43.0% | +39.6% |
| 3Y | +899.4% | +5.6% | +893.8% | +802.1% |
| 5Y | +231.5% | +34.3% | +197.2% | +141.3% |
| All | +535.9% | +62.3% | +473.6% | +334.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling