-18.9%
RKLB vs IRE
-97.2%
+78.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +39.6% | -24.2% | +6.6% |
| 7D | -3.0% | -27.2% | +24.1% | +0.9% |
| 30D | -26.2% | -75.1% | +48.9% | -5.9% |
| 3M | -29.9% | -77.9% | +48.0% | -11.7% |
| 6M | -37.3% | -94.6% | +57.3% | -4.8% |
| YTD | -23.9% | -91.5% | +67.6% | -8.1% |
| 1Y | +7.0% | -97.8% | +104.8% | +51.9% |
| All | -18.9% | -97.2% | +78.4% | +7.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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