+20.8%
RKLB vs IR
+10.3%
+10.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -1.2% | +7.7% | +7.3% |
| 7D | +15.2% | +1.5% | +13.7% | +14.4% |
| 30D | -8.1% | +9.0% | -17.1% | -12.4% |
| 3M | -21.7% | -0.9% | -20.8% | -21.3% |
| 6M | -40.5% | +13.4% | -53.9% | -46.0% |
| YTD | -10.1% | +8.5% | -18.6% | -20.3% |
| 1Y | +20.8% | +11.3% | +9.6% | +6.8% |
| All | +20.8% | +10.3% | +10.6% | +6.8% |
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