+531.5%
RKLB vs IVZ
+120.9%
+410.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.4% | -6.3% | -5.8% |
| 7D | +15.9% | +7.6% | +8.3% | +9.7% |
| 30D | +4.0% | +4.3% | -0.4% | +0.9% |
| 3M | -23.2% | -9.3% | -13.8% | -17.2% |
| 6M | -50.4% | +5.2% | -55.7% | -52.1% |
| YTD | -11.8% | +13.4% | -25.2% | -19.6% |
| 1Y | +36.0% | +25.4% | +10.6% | +15.8% |
| 3Y | +1,321.0% | +152.5% | +1,168.5% | +616.5% |
| 5Y | +328.2% | +36.7% | +291.5% | +202.6% |
| All | +531.5% | +120.9% | +410.6% | +286.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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