+34.2%
RKLB vs IRM
+20.9%
+13.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.0% | +0.3% | 0.0% |
| 7D | -2.9% | -1.8% | -1.1% | -1.4% |
| 30D | -22.6% | -7.8% | -14.8% | -17.0% |
| 3M | -41.0% | -7.9% | -33.2% | -37.9% |
| 6M | -10.1% | +6.3% | -16.4% | -16.1% |
| YTD | -11.2% | +38.2% | -49.3% | -38.0% |
| 1Y | +34.2% | +19.8% | +14.4% | +9.8% |
| All | +34.2% | +20.9% | +13.3% | +9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside IRM.
Daily Out/Under-Performance
Portfolio return minus IRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRM 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 IRM 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