+559.5%
RKLB vs IRM
+463.0%
+96.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | -0.3% |
| 7D | -0.2% | -0.5% | +0.3% | 0.0% |
| 30D | -14.1% | -8.1% | -6.0% | -9.7% |
| 3M | -46.4% | -9.7% | -36.8% | -43.4% |
| 6M | -10.6% | +10.0% | -20.6% | -15.3% |
| YTD | -7.9% | +43.0% | -50.9% | -25.8% |
| 1Y | +49.5% | +32.7% | +16.8% | +26.5% |
| 3Y | +913.6% | +102.7% | +810.8% | +596.6% |
| 5Y | +375.3% | +187.6% | +187.7% | +187.6% |
| All | +559.5% | +463.0% | +96.5% | +310.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling