+34.1%
RKLB vs F
+20.6%
+13.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | F | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.9% | -0.3% | -2.4% |
| 7D | 0.0% | -4.9% | +4.8% | +2.2% |
| 30D | -21.2% | -2.9% | -18.3% | -20.3% |
| 3M | -41.7% | -9.1% | -32.7% | -39.5% |
| 6M | -11.8% | +12.9% | -24.7% | -18.3% |
| YTD | -9.6% | +6.1% | -15.7% | -15.4% |
| 1Y | +34.1% | +22.5% | +11.6% | +25.9% |
| All | +34.1% | +20.6% | +13.5% | +25.9% |
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