+656.9%
RKLB vs FGI
-70.4%
+727.3%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +7.5% | -6.8% | +0.7% |
| 7D | -0.2% | +0.5% | -0.7% | -0.2% |
| 30D | -14.1% | +65.4% | -79.5% | -14.1% |
| 3M | -46.4% | +23.5% | -69.9% | -46.5% |
| 6M | -10.6% | +60.5% | -71.2% | -11.2% |
| YTD | -7.9% | +30.0% | -37.9% | -8.3% |
| 1Y | +49.5% | +82.1% | -32.6% | +52.3% |
| 3Y | +913.6% | -4.4% | +918.0% | +959.5% |
| All | +656.9% | -70.4% | +727.3% | +746.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling