+531.5%
RKLB vs IYR
+38.6%
+492.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.1% | -4.1% | -4.1% |
| 7D | +15.9% | +0.6% | +15.4% | +15.4% |
| 30D | +4.0% | +6.6% | -2.6% | -3.4% |
| 3M | -23.2% | -1.8% | -21.4% | -22.0% |
| 6M | -50.4% | +1.4% | -51.9% | -52.4% |
| YTD | -11.8% | +10.5% | -22.3% | -22.5% |
| 1Y | +36.0% | +10.6% | +25.3% | +19.2% |
| 3Y | +1,321.0% | +41.8% | +1,279.2% | +863.3% |
| 5Y | +328.2% | +6.0% | +322.2% | +263.1% |
| All | +531.5% | +38.6% | +492.9% | +403.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling