+34.1%
RKLB vs IR
-8.0%
+42.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.0% | -2.2% | -3.1% |
| 7D | 0.0% | -1.9% | +1.8% | +1.0% |
| 30D | -21.2% | -15.0% | -6.2% | -14.0% |
| 3M | -41.7% | -0.4% | -41.3% | -42.9% |
| 6M | -11.8% | -15.0% | +3.3% | -4.2% |
| YTD | -9.6% | -7.1% | -2.5% | -9.0% |
| 1Y | +34.1% | -7.5% | +41.6% | +36.6% |
| All | +34.1% | -8.0% | +42.1% | +36.6% |
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