+7.0%
RKLB vs FGI
+46.9%
-39.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -0.8% | +16.2% | +15.4% |
| 7D | -3.0% | -7.0% | +3.9% | -2.9% |
| 30D | -26.2% | -4.2% | -22.0% | -26.2% |
| 3M | -29.9% | +55.6% | -85.5% | -30.8% |
| 6M | -37.3% | -3.2% | -34.1% | -37.6% |
| YTD | -23.9% | +29.1% | -53.0% | -27.1% |
| 1Y | +7.0% | +51.0% | -44.0% | -3.7% |
| All | +7.0% | +46.9% | -39.9% | -3.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling