+28.2%
RKLB vs IWD
+28.5%
-0.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.4% | -2.7% | -1.9% |
| 7D | +39.3% | +1.7% | +37.6% | +33.0% |
| 30D | -0.2% | +3.2% | -3.5% | -9.1% |
| 3M | -21.1% | +2.3% | -23.4% | -26.4% |
| 6M | -45.5% | +12.9% | -58.4% | -64.9% |
| YTD | -8.2% | +26.2% | -34.4% | -61.4% |
| 1Y | +28.2% | +28.3% | -0.1% | -48.9% |
| All | +28.2% | +28.5% | -0.3% | -48.9% |
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