+231.5%
RKLB vs IWF
+71.2%
+160.3%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.9% | -0.8% | -0.2% |
| 7D | -2.9% | -1.7% | -1.2% | 0.0% |
| 30D | -22.6% | -1.8% | -20.7% | -19.9% |
| 3M | -41.0% | +1.5% | -42.5% | -41.1% |
| 6M | -10.1% | +7.7% | -17.8% | -16.8% |
| YTD | -11.2% | +2.7% | -13.9% | -11.0% |
| 1Y | +34.2% | +6.8% | +27.4% | +29.1% |
| 3Y | +899.4% | +76.9% | +822.5% | +364.5% |
| 5Y | +231.5% | +73.4% | +158.1% | +66.7% |
| All | +231.5% | +71.2% | +160.3% | +66.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling