+504.1%
RKLB vs IVV
+127.4%
+376.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +2.4% | +8.6% | +5.9% |
| 7D | +13.0% | +0.1% | +12.9% | +13.7% |
| 30D | -13.7% | -3.3% | -10.4% | -6.0% |
| 3M | -28.9% | -2.4% | -26.6% | -23.9% |
| 6M | -44.2% | +2.6% | -46.8% | -44.9% |
| YTD | -15.6% | +11.3% | -26.9% | -27.3% |
| 1Y | +14.0% | +13.4% | +0.5% | -4.1% |
| 3Y | +1,275.2% | +80.3% | +1,194.9% | +437.9% |
| 5Y | +296.6% | +72.7% | +223.9% | +73.0% |
| All | +504.1% | +127.4% | +376.6% | +83.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IVV.
Daily Out/Under-Performance
Portfolio return minus IVV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVV 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 10y: compounded portfolio wealth divided by compounded IVV 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…
10y analysis · Full analysis span regression · 6 months rolling