+255.2%
RKLB vs IWD
+68.9%
+186.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -0.4% | +15.8% | +16.2% |
| 7D | -3.0% | -0.5% | -2.6% | -2.1% |
| 30D | -26.2% | +2.7% | -28.9% | -30.5% |
| 3M | -29.9% | +0.9% | -30.8% | -31.4% |
| 6M | -37.3% | +10.5% | -47.9% | -49.7% |
| YTD | -23.9% | +23.7% | -47.6% | -51.3% |
| 1Y | +7.0% | +28.7% | -21.8% | -36.4% |
| 3Y | +1,120.0% | +79.7% | +1,040.3% | +296.7% |
| All | +255.2% | +68.9% | +186.3% | +34.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling