+29.1%
RKLB vs F
-2.7%
+31.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | F | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.2% | +5.7% | +5.6% |
| 7D | +26.3% | -2.1% | +28.5% | +27.6% |
| 30D | +0.7% | +3.3% | -2.7% | -1.5% |
| 3M | -17.3% | -11.3% | -6.0% | -12.6% |
| 6M | -43.6% | +5.3% | -48.9% | -47.5% |
| YTD | -5.2% | -2.2% | -3.0% | -16.8% |
| 1Y | +29.1% | -3.5% | +32.6% | +18.1% |
| All | +29.1% | -2.7% | +31.8% | +18.1% |
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