-7.4%
RKLB vs IYR
+12.4%
-19.8%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.1% | -6.9% | -5.0% |
| 7D | -10.6% | +6.9% | -17.5% | -13.4% |
| 30D | -28.3% | +10.2% | -38.5% | -32.1% |
| 3M | -29.7% | -0.3% | -29.4% | -28.9% |
| 6M | -34.8% | +3.6% | -38.4% | -38.7% |
| YTD | -24.9% | +12.5% | -37.4% | -39.1% |
| 1Y | -7.4% | +12.4% | -19.9% | -25.4% |
| All | -7.4% | +12.4% | -19.8% | -25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 IYR 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