+30.0%
RKLB vs FIG
-54.6%
+84.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.8% | -3.2% | +0.9% |
| 7D | -2.0% | -3.8% | +1.8% | -1.5% |
| 30D | -22.4% | -2.3% | -20.1% | -22.5% |
| 3M | -45.2% | +20.0% | -65.1% | -48.7% |
| 6M | -12.5% | -16.7% | +4.1% | -10.8% |
| YTD | -9.8% | -37.9% | +28.2% | +7.4% |
| 1Y | +30.0% | -58.5% | +88.5% | +79.7% |
| All | +30.0% | -54.6% | +84.5% | +79.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 FIG 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