-11.8%
RKLB vs ITOT
+15.2%
-27.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.7% | -2.1% |
| 7D | 0.0% | -0.4% | +0.3% | +1.3% |
| 30D | -21.2% | -1.6% | -19.6% | -16.1% |
| 3M | -41.7% | +3.5% | -45.3% | -49.0% |
| 6M | -11.8% | +13.1% | -24.9% | -42.2% |
| All | -11.8% | +15.2% | -27.0% | -42.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling