+576.0%
RKLB vs F
+108.6%
+467.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | F | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -4.2% | +6.7% | +4.5% |
| 7D | +5.3% | +1.2% | +4.2% | +4.6% |
| 30D | -20.5% | +1.2% | -21.7% | -21.2% |
| 3M | -42.0% | -5.7% | -36.4% | -41.0% |
| 6M | -6.0% | +17.9% | -24.0% | -14.1% |
| YTD | -5.6% | +10.4% | -16.0% | -11.4% |
| 1Y | +38.0% | +25.3% | +12.7% | +21.7% |
| 3Y | +962.4% | +37.5% | +925.0% | +755.3% |
| 5Y | +336.5% | +46.5% | +290.0% | +264.7% |
| All | +576.0% | +108.6% | +467.4% | +455.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling