+576.0%
RKLB vs ITUB
+194.0%
+382.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.0% | +0.5% | +1.8% |
| 7D | +5.3% | +8.2% | -2.9% | +2.3% |
| 30D | -20.5% | +4.7% | -25.2% | -21.9% |
| 3M | -42.0% | +13.0% | -55.1% | -44.7% |
| 6M | -6.0% | +4.2% | -10.2% | -7.2% |
| YTD | -5.6% | +18.6% | -24.1% | -10.3% |
| 1Y | +38.0% | +31.3% | +6.8% | +27.2% |
| 3Y | +962.4% | +124.9% | +837.5% | +751.0% |
| 5Y | +336.5% | +195.6% | +140.9% | +236.1% |
| All | +576.0% | +194.0% | +382.0% | +434.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling