+34.2%
RKLB vs IVZ
+48.1%
-13.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.3% |
| 7D | -2.9% | -2.4% | -0.5% | -0.7% |
| 30D | -22.6% | +2.5% | -25.1% | -24.7% |
| 3M | -41.0% | +17.1% | -58.1% | -50.2% |
| 6M | -10.1% | +35.1% | -45.3% | -31.9% |
| YTD | -11.2% | +24.3% | -35.5% | -31.8% |
| 1Y | +34.2% | +48.7% | -14.5% | -15.6% |
| All | +34.2% | +48.1% | -13.9% | -15.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling