+38.0%
RKLB vs FE
+11.0%
+27.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.7% | +3.2% | +2.2% |
| 7D | +5.3% | +0.6% | +4.7% | +5.6% |
| 30D | -20.5% | -2.1% | -18.3% | -21.2% |
| 3M | -42.0% | +2.6% | -44.7% | -41.4% |
| 6M | -6.0% | -6.8% | +0.7% | -6.3% |
| YTD | -5.6% | +6.9% | -12.5% | -4.7% |
| 1Y | +38.0% | +11.6% | +26.4% | +30.4% |
| All | +38.0% | +11.0% | +27.0% | +30.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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