+231.5%
RKLB vs ITUB
+185.6%
+45.9%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.7% | -4.5% | -2.9% |
| 7D | -2.9% | +1.0% | -3.9% | -3.3% |
| 30D | -22.6% | +10.7% | -33.3% | -26.0% |
| 3M | -41.0% | +10.1% | -51.1% | -43.6% |
| 6M | -10.1% | -0.1% | -10.0% | -10.0% |
| YTD | -11.2% | +18.4% | -29.6% | -16.6% |
| 1Y | +34.2% | +31.3% | +2.9% | +21.2% |
| 3Y | +899.4% | +124.6% | +774.7% | +653.0% |
| 5Y | +231.5% | +192.0% | +39.5% | +126.0% |
| All | +231.5% | +185.6% | +45.9% | +126.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling