+990.6%
RKLB vs IT
-51.4%
+1,041.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -7.4% | +9.9% | +3.2% |
| 7D | +5.3% | -9.1% | +14.5% | +6.2% |
| 30D | -20.5% | -7.0% | -13.5% | -20.1% |
| 3M | -42.0% | +7.6% | -49.7% | -42.7% |
| 6M | -6.0% | +2.1% | -8.2% | -6.7% |
| YTD | -5.6% | -31.6% | +26.0% | +5.0% |
| 1Y | +38.0% | -29.9% | +67.9% | +51.1% |
| All | +990.6% | -51.4% | +1,041.9% | +1,495.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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