+559.5%
RKLB vs IR
+69.6%
+489.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.3% | -0.6% | -0.3% |
| 7D | -0.2% | -2.8% | +2.6% | +2.0% |
| 30D | -14.1% | -15.1% | +1.0% | -2.8% |
| 3M | -46.4% | +6.1% | -52.5% | -50.0% |
| 6M | -10.6% | -16.8% | +6.2% | +1.2% |
| YTD | -7.9% | -3.5% | -4.3% | -8.3% |
| 1Y | +49.5% | -3.5% | +53.0% | +48.8% |
| 3Y | +913.6% | +9.5% | +904.1% | +788.9% |
| 5Y | +375.3% | +45.1% | +330.2% | +230.5% |
| All | +559.5% | +69.6% | +489.9% | +335.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling