-7.4%
RKLB vs IWF
-1.6%
-5.8%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.4% | -4.2% | -4.9% |
| 7D | -10.6% | -4.2% | -6.5% | +0.7% |
| 30D | -28.3% | -8.1% | -20.1% | -8.1% |
| 3M | -29.7% | -5.1% | -24.6% | -17.5% |
| 6M | -34.8% | -1.4% | -33.4% | -29.3% |
| YTD | -24.9% | -0.1% | -24.8% | -19.7% |
| 1Y | -7.4% | -1.3% | -6.2% | +3.7% |
| All | -7.4% | -1.6% | -5.8% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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