+38.0%
RKLB vs IWD
+28.8%
+9.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.8% | +3.3% | +5.0% |
| 7D | +5.3% | -0.2% | +5.5% | +5.6% |
| 30D | -20.5% | -0.8% | -19.7% | -19.0% |
| 3M | -42.0% | +8.0% | -50.1% | -56.8% |
| 6M | -6.0% | +18.2% | -24.2% | -47.5% |
| YTD | -5.6% | +22.3% | -27.9% | -53.5% |
| 1Y | +38.0% | +28.9% | +9.1% | -39.5% |
| All | +38.0% | +28.8% | +9.2% | -39.5% |
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