-7.4%
RKLB vs IWD
+33.0%
-40.5%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.6% | -6.4% | -11.2% |
| 7D | -10.6% | +2.5% | -13.2% | -17.3% |
| 30D | -28.3% | +6.0% | -34.2% | -40.4% |
| 3M | -29.7% | +3.8% | -33.4% | -37.8% |
| 6M | -34.8% | +16.3% | -51.1% | -62.2% |
| YTD | -24.9% | +27.5% | -52.4% | -69.8% |
| 1Y | -7.4% | +32.8% | -40.2% | -68.5% |
| All | -7.4% | +33.0% | -40.5% | -68.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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