-7.4%
RKLB vs F
+2.7%
-10.1%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | F | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.9% | -6.7% | -5.1% |
| 7D | -10.6% | +6.0% | -16.7% | -13.3% |
| 30D | -28.3% | +4.3% | -32.6% | -30.0% |
| 3M | -29.7% | -10.1% | -19.6% | -26.1% |
| 6M | -34.8% | +12.8% | -47.6% | -41.9% |
| YTD | -24.9% | -0.1% | -24.8% | -34.1% |
| 1Y | -7.4% | +3.7% | -11.1% | -21.8% |
| All | -7.4% | +2.7% | -10.1% | -21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside F.
Daily Out/Under-Performance
Portfolio return minus F return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × F 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 F 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