+13.4%
RKLB vs F
-2.1%
+15.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -25.7% |
| 6M | -44.2% | +4.0% | -48.2% | -47.4% |
| YTD | -15.6% | -1.3% | -14.4% | -26.1% |
| All | +13.4% | -2.1% | +15.5% | +1.5% |
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 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