+34.9%
RKLB vs FIG
-74.0%
+108.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.4% | -1.8% |
| 7D | -2.9% | -12.2% | +9.3% | -1.5% |
| 30D | -22.6% | -11.0% | -11.6% | -21.8% |
| 3M | -41.0% | +11.9% | -52.9% | -43.2% |
| 6M | -10.1% | -21.9% | +11.8% | -9.0% |
| YTD | -11.2% | -40.8% | +29.6% | -4.5% |
| 1Y | +34.2% | -56.6% | +90.8% | +52.5% |
| All | +34.9% | -74.0% | +108.9% | +55.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling