+504.1%
RKLB vs F
+86.6%
+417.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | F | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +0.6% | +10.3% | +10.6% |
| 7D | +13.0% | -0.6% | +13.7% | +13.3% |
| 30D | -13.7% | +2.9% | -16.6% | -15.2% |
| 3M | -28.9% | -9.5% | -19.5% | -26.1% |
| 6M | -44.2% | +4.0% | -48.2% | -46.2% |
| YTD | -15.6% | -1.3% | -14.4% | -17.0% |
| 1Y | +14.0% | -1.9% | +15.9% | +13.0% |
| 3Y | +1,275.2% | +53.5% | +1,221.8% | +949.2% |
| 5Y | +296.6% | -15.1% | +311.8% | +263.0% |
| All | +504.1% | +86.6% | +417.5% | +420.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling