+559.5%
RKLB vs IVZ
+150.6%
+408.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | -0.1% |
| 7D | -0.2% | +0.6% | -0.8% | -0.7% |
| 30D | -14.1% | +4.0% | -18.1% | -16.8% |
| 3M | -46.4% | +18.2% | -64.6% | -52.9% |
| 6M | -10.6% | +32.8% | -43.5% | -27.0% |
| YTD | -7.9% | +28.7% | -36.6% | -23.9% |
| 1Y | +49.5% | +55.4% | -5.9% | +8.6% |
| 3Y | +913.6% | +135.2% | +778.4% | +430.5% |
| 5Y | +375.3% | +64.2% | +311.1% | +195.5% |
| All | +559.5% | +150.6% | +408.8% | +265.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling