+576.0%
RKLB vs IYR
+37.4%
+538.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.1% | +2.6% | +2.6% |
| 7D | +5.3% | -0.4% | +5.7% | +5.7% |
| 30D | -20.5% | -2.5% | -18.0% | -18.4% |
| 3M | -42.0% | +1.5% | -43.5% | -44.4% |
| 6M | -6.0% | +3.9% | -9.9% | -11.2% |
| YTD | -5.6% | +9.5% | -15.1% | -16.0% |
| 1Y | +38.0% | +7.5% | +30.5% | +25.4% |
| 3Y | +962.4% | +30.8% | +931.6% | +687.5% |
| 5Y | +336.5% | +4.8% | +331.7% | +277.8% |
| All | +576.0% | +37.4% | +538.7% | +445.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling