+559.5%
RKLB vs IWF
+125.5%
+433.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -0.2% | +0.5% | -0.7% | -1.1% |
| 30D | -14.1% | -0.4% | -13.7% | -13.3% |
| 3M | -46.4% | -2.6% | -43.8% | -42.7% |
| 6M | -10.6% | +9.1% | -19.8% | -19.0% |
| YTD | -7.9% | +4.5% | -12.4% | -10.2% |
| 1Y | +49.5% | +10.1% | +39.4% | +37.1% |
| 3Y | +913.6% | +77.6% | +835.9% | +379.0% |
| 5Y | +375.3% | +73.7% | +301.6% | +136.6% |
| All | +559.5% | +125.5% | +433.9% | +159.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling