+638.6%
RKLB vs FGI
-70.0%
+708.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -0.1% | +6.7% | +6.5% |
| 7D | +15.2% | -4.1% | +19.3% | +15.2% |
| 30D | -8.1% | -3.4% | -4.7% | -8.1% |
| 3M | -21.7% | +61.8% | -83.4% | -21.6% |
| 6M | -40.5% | +17.0% | -57.6% | -40.6% |
| YTD | -10.1% | +31.4% | -41.5% | -10.5% |
| 1Y | +20.8% | +42.7% | -21.8% | +20.7% |
| 3Y | +1,335.0% | -0.1% | +1,335.1% | +1,395.9% |
| All | +638.6% | -70.0% | +708.7% | +725.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 10y: compounded portfolio wealth divided by compounded FGI 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…
10y analysis · Full analysis span regression · 6 months rolling