-29.9%
RKLB vs IVV
-4.3%
-25.6%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +0.3% | +15.1% | +14.3% |
| 7D | -3.0% | -2.7% | -0.3% | +5.3% |
| 30D | -26.2% | -5.4% | -20.8% | -10.3% |
| 3M | -29.9% | -4.1% | -25.8% | -19.2% |
| All | -29.9% | -4.3% | -25.6% | -19.2% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling