+330.6%
RKLB vs IT
-42.2%
+372.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.7% | -4.7% | -4.1% |
| 7D | +15.9% | +1.1% | +14.9% | +15.6% |
| 30D | +4.0% | -1.8% | +5.8% | +2.8% |
| 3M | -23.2% | +4.8% | -28.0% | -26.5% |
| 6M | -50.4% | +33.0% | -83.5% | -58.7% |
| YTD | -11.8% | -23.8% | +12.0% | -4.7% |
| 1Y | +36.0% | -16.5% | +52.5% | +37.7% |
| 3Y | +1,321.0% | -53.6% | +1,374.7% | +1,982.8% |
| All | +330.6% | -42.2% | +372.8% | +377.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling