+543.6%
RKLB vs IR
+90.7%
+452.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.2% | +7.7% | +7.4% |
| 7D | +15.2% | +1.5% | +13.7% | +14.4% |
| 30D | -8.1% | +9.0% | -17.1% | -13.7% |
| 3M | -21.7% | -0.9% | -20.8% | -21.1% |
| 6M | -40.5% | +13.4% | -53.9% | -47.1% |
| YTD | -10.1% | +8.5% | -18.6% | -18.2% |
| 1Y | +20.8% | +11.3% | +9.6% | +8.3% |
| 3Y | +1,335.0% | +26.0% | +1,309.0% | +1,031.3% |
| 5Y | +329.8% | +47.9% | +282.0% | +182.8% |
| All | +543.6% | +90.7% | +452.9% | +288.9% |
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