+1,379.7%
RKLB vs IRM
+113.6%
+1,266.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.9% | -5.1% | -4.7% |
| 7D | +39.3% | +8.6% | +30.7% | +30.6% |
| 30D | -0.2% | 0.0% | -0.2% | +0.5% |
| 3M | -21.1% | -7.1% | -13.9% | -15.8% |
| 6M | -45.5% | -7.9% | -37.6% | -42.0% |
| YTD | -8.2% | +41.3% | -49.5% | -29.8% |
| 1Y | +28.2% | +20.7% | +7.5% | +10.8% |
| All | +1,379.7% | +113.6% | +1,266.1% | +900.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling