+343.2%
RKLB vs IVV
+82.6%
+260.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.6% |
| 7D | -0.2% | +0.1% | -0.3% | -0.5% |
| 30D | -14.1% | +0.1% | -14.2% | -14.1% |
| 3M | -46.4% | +2.0% | -48.4% | -47.8% |
| 6M | -10.6% | +13.0% | -23.7% | -27.6% |
| YTD | -7.9% | +13.6% | -21.5% | -25.7% |
| 1Y | +49.5% | +20.1% | +29.4% | +10.6% |
| 3Y | +913.6% | +77.6% | +836.0% | +292.1% |
| All | +343.2% | +82.6% | +260.6% | +72.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling