+962.4%
RKLB vs IR
+8.4%
+954.1%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.6% | +4.1% | +3.7% |
| 7D | +5.3% | +0.6% | +4.7% | +4.8% |
| 30D | -20.5% | -13.6% | -6.9% | -11.6% |
| 3M | -42.0% | +3.7% | -45.7% | -45.0% |
| 6M | -6.0% | -13.1% | +7.0% | +2.5% |
| YTD | -5.6% | -5.1% | -0.5% | -5.2% |
| 1Y | +38.0% | -6.5% | +44.5% | +40.3% |
| 3Y | +962.4% | +8.5% | +953.9% | +746.9% |
| All | +962.4% | +8.4% | +954.1% | +746.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling