+237.5%
RKLB vs IT
-46.4%
+283.8%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.7% | -2.6% | -3.7% |
| 7D | 0.0% | -9.1% | +9.1% | +2.7% |
| 30D | -21.2% | -12.2% | -9.0% | -18.5% |
| 3M | -41.7% | +7.8% | -49.5% | -45.2% |
| 6M | -11.8% | +2.0% | -13.7% | -16.9% |
| YTD | -9.6% | -32.7% | +23.1% | +3.4% |
| 1Y | +34.1% | -31.1% | +65.2% | +49.3% |
| 3Y | +917.3% | -52.1% | +969.3% | +1,259.8% |
| All | +237.5% | -46.4% | +283.8% | +285.0% |
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