+557.5%
RKLB vs IR
+89.5%
+468.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.3% | -3.4% | -3.4% |
| 7D | +39.3% | +4.3% | +35.1% | +35.2% |
| 30D | -0.2% | +8.1% | -8.3% | -5.8% |
| 3M | -21.1% | +0.7% | -21.8% | -21.5% |
| 6M | -45.5% | +16.6% | -62.1% | -52.5% |
| YTD | -8.2% | +7.8% | -15.9% | -16.0% |
| 1Y | +28.2% | +9.9% | +18.3% | +16.0% |
| 3Y | +1,366.1% | +25.2% | +1,340.9% | +1,060.8% |
| 5Y | +345.9% | +46.8% | +299.1% | +194.7% |
| All | +557.5% | +89.5% | +468.0% | +299.1% |
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 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