+296.6%
RKLB vs IR
+51.1%
+245.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +4.7% | +6.2% | +7.0% |
| 7D | +13.0% | +5.0% | +8.0% | +9.2% |
| 30D | -13.7% | +10.3% | -24.0% | -20.2% |
| 3M | -28.9% | -0.1% | -28.9% | -28.9% |
| 6M | -44.2% | +14.8% | -58.9% | -51.4% |
| YTD | -15.6% | +9.7% | -25.4% | -24.9% |
| 1Y | +14.0% | +12.2% | +1.8% | 0.0% |
| 3Y | +1,275.2% | +30.0% | +1,245.2% | +890.4% |
| 5Y | +296.6% | +46.8% | +249.8% | +129.9% |
| All | +296.6% | +51.1% | +245.5% | +129.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling