+559.5%
RKLB vs F
+117.9%
+441.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | F | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | 0.0% |
| 7D | -0.2% | +5.3% | -5.5% | -2.6% |
| 30D | -14.1% | +4.6% | -18.7% | -16.1% |
| 3M | -46.4% | -3.7% | -42.8% | -45.9% |
| 6M | -10.6% | +16.8% | -27.5% | -17.8% |
| YTD | -7.9% | +15.3% | -23.2% | -15.2% |
| 1Y | +49.5% | +31.0% | +18.5% | +29.3% |
| 3Y | +913.6% | +45.4% | +868.1% | +694.8% |
| 5Y | +375.3% | +54.7% | +320.6% | +288.9% |
| All | +559.5% | +117.9% | +441.6% | +431.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling