+557.5%
RKLB vs IRM
+456.3%
+101.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.9% | -5.1% | -4.4% |
| 7D | +39.3% | +8.6% | +30.7% | +32.4% |
| 30D | -0.2% | 0.0% | -0.2% | +0.5% |
| 3M | -21.1% | -7.1% | -13.9% | -16.7% |
| 6M | -45.5% | -7.9% | -37.6% | -42.5% |
| YTD | -8.2% | +41.3% | -49.5% | -24.9% |
| 1Y | +28.2% | +20.7% | +7.5% | +15.4% |
| 3Y | +1,366.1% | +112.2% | +1,254.0% | +897.3% |
| 5Y | +345.9% | +191.2% | +154.6% | +174.0% |
| All | +557.5% | +456.3% | +101.2% | +315.2% |
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