+531.5%
RKLB vs F
+79.6%
+451.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | F | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.1% | -4.0% | -4.0% |
| 7D | +15.9% | -3.1% | +19.0% | +17.7% |
| 30D | +4.0% | 0.0% | +3.9% | +3.5% |
| 3M | -23.2% | -13.2% | -10.0% | -18.6% |
| 6M | -50.4% | -10.2% | -40.2% | -48.6% |
| YTD | -11.8% | -4.9% | -6.9% | -11.7% |
| 1Y | +36.0% | -6.1% | +42.1% | +37.5% |
| 3Y | +1,321.0% | +46.0% | +1,275.0% | +1,009.6% |
| 5Y | +328.2% | -15.7% | +343.9% | +297.2% |
| All | +531.5% | +79.6% | +451.8% | +453.5% |
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