+308.8%
RKLB vs ITOT
+74.3%
+234.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | -0.2% |
| 7D | -2.0% | -0.9% | -1.1% | -0.1% |
| 30D | -22.4% | -1.5% | -21.0% | -19.9% |
| 3M | -45.2% | +3.6% | -48.7% | -48.5% |
| 6M | -12.5% | +13.7% | -26.2% | -30.2% |
| YTD | -9.8% | +12.9% | -22.7% | -26.5% |
| 1Y | +30.0% | +17.2% | +12.8% | +0.5% |
| 3Y | +942.2% | +75.6% | +866.6% | +304.1% |
| All | +308.8% | +74.3% | +234.5% | +72.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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