+1,120.0%
RKLB vs FE
+44.1%
+1,075.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -0.4% | +15.8% | +15.4% |
| 7D | -3.0% | 0.0% | -3.0% | -3.0% |
| 30D | -26.2% | +5.2% | -31.4% | -26.2% |
| 3M | -29.9% | 0.0% | -29.8% | -29.7% |
| 6M | -37.3% | +5.0% | -42.3% | -37.5% |
| YTD | -23.9% | +7.9% | -31.8% | -25.0% |
| 1Y | +7.0% | +6.3% | +0.6% | +5.8% |
| 3Y | +1,120.0% | +46.0% | +1,074.0% | +1,024.1% |
| All | +1,120.0% | +44.1% | +1,075.9% | +1,024.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling