+444.6%
RKLB vs FE
+113.7%
+330.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -0.4% | +15.8% | +15.5% |
| 7D | -3.0% | 0.0% | -3.0% | -3.1% |
| 30D | -26.2% | +5.2% | -31.4% | -27.2% |
| 3M | -29.9% | 0.0% | -29.8% | -29.9% |
| 6M | -37.3% | +5.0% | -42.3% | -38.5% |
| YTD | -23.9% | +7.9% | -31.8% | -26.3% |
| 1Y | +7.0% | +6.3% | +0.6% | +4.0% |
| 3Y | +1,120.0% | +46.0% | +1,074.0% | +944.3% |
| 5Y | +242.2% | +45.6% | +196.5% | +200.5% |
| All | +444.6% | +113.7% | +330.9% | +352.3% |
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