+942.2%
RKLB vs ITUB
+120.9%
+821.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.4% |
| 7D | -2.0% | +2.2% | -4.2% | -3.4% |
| 30D | -22.4% | +12.6% | -35.1% | -28.2% |
| 3M | -45.2% | +6.4% | -51.6% | -47.6% |
| 6M | -12.5% | +0.6% | -13.1% | -13.0% |
| YTD | -9.8% | +18.8% | -28.6% | -18.3% |
| 1Y | +30.0% | +31.0% | -1.0% | +11.2% |
| 3Y | +942.2% | +118.1% | +824.1% | +484.4% |
| All | +942.2% | +120.9% | +821.3% | +484.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ITUB.
Daily Out/Under-Performance
Portfolio return minus ITUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITUB 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 ITUB 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