+944.2%
RKLB vs IVZ
+133.3%
+810.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.5% | -3.6% |
| 7D | 0.0% | +1.2% | -1.2% | -1.1% |
| 30D | -21.2% | +1.8% | -23.0% | -22.5% |
| 3M | -41.7% | +15.7% | -57.5% | -48.7% |
| 6M | -11.8% | +36.3% | -48.1% | -30.7% |
| YTD | -9.6% | +24.9% | -34.5% | -25.2% |
| 1Y | +34.1% | +48.9% | -14.8% | -2.4% |
| All | +944.2% | +133.3% | +810.9% | +365.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling