+531.5%
RKLB vs IWD
+120.7%
+410.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.2% | -4.2% | -4.4% |
| 7D | +15.9% | +2.3% | +13.7% | +11.2% |
| 30D | +4.0% | +3.6% | +0.4% | -3.0% |
| 3M | -23.2% | +2.2% | -25.3% | -26.3% |
| 6M | -50.4% | +13.0% | -63.4% | -61.3% |
| YTD | -11.8% | +26.5% | -38.3% | -43.7% |
| 1Y | +36.0% | +30.1% | +5.8% | -17.2% |
| 3Y | +1,321.0% | +84.9% | +1,236.2% | +392.2% |
| 5Y | +328.2% | +73.4% | +254.8% | +70.2% |
| All | +531.5% | +120.7% | +410.8% | +101.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling