+504.1%
RKLB vs IWD
+120.1%
+384.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +2.0% | +8.9% | +6.9% |
| 7D | +13.0% | +1.3% | +11.8% | +10.5% |
| 30D | -13.7% | +3.6% | -17.3% | -19.5% |
| 3M | -28.9% | +2.3% | -31.3% | -32.2% |
| 6M | -44.2% | +13.0% | -57.2% | -56.5% |
| YTD | -15.6% | +26.2% | -41.8% | -45.9% |
| 1Y | +14.0% | +30.5% | -16.5% | -30.8% |
| 3Y | +1,275.2% | +86.2% | +1,189.0% | +370.8% |
| 5Y | +296.6% | +72.9% | +223.7% | +58.5% |
| All | +504.1% | +120.1% | +384.0% | +93.3% |
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