+343.2%
RKLB vs IWD
+73.6%
+269.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.7% | +1.4% | +2.1% |
| 7D | -0.2% | -0.3% | +0.1% | +0.4% |
| 30D | -14.1% | +0.6% | -14.7% | -15.3% |
| 3M | -46.4% | +7.2% | -53.7% | -54.2% |
| 6M | -10.6% | +16.2% | -26.8% | -34.1% |
| YTD | -7.9% | +23.3% | -31.2% | -39.7% |
| 1Y | +49.5% | +29.6% | +19.9% | -10.1% |
| 3Y | +913.6% | +70.5% | +843.1% | +283.7% |
| All | +343.2% | +73.6% | +269.5% | +76.3% |
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 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