+559.5%
RKLB vs FE
+113.1%
+446.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.3% | +0.8% |
| 7D | -0.2% | +1.9% | -2.1% | -0.7% |
| 30D | -14.1% | -1.2% | -12.9% | -13.9% |
| 3M | -46.4% | +3.5% | -49.9% | -47.2% |
| 6M | -10.6% | -6.1% | -4.6% | -9.3% |
| YTD | -7.9% | +7.6% | -15.5% | -10.6% |
| 1Y | +49.5% | +11.9% | +37.6% | +42.8% |
| 3Y | +913.6% | +48.4% | +865.1% | +763.0% |
| 5Y | +375.3% | +44.8% | +330.5% | +318.2% |
| All | +559.5% | +113.1% | +446.3% | +448.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling