+34.0%
RKLB vs FIG
-77.1%
+111.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.8% | -6.8% | -4.3% |
| 7D | +15.9% | +3.4% | +12.5% | +15.4% |
| 30D | +4.0% | -9.5% | +13.4% | +5.0% |
| 3M | -23.2% | -26.2% | +3.0% | -20.8% |
| 6M | -50.4% | +2.7% | -53.1% | -52.7% |
| YTD | -11.8% | -48.0% | +36.2% | -3.9% |
| 1Y | +36.0% | -52.0% | +88.0% | +50.0% |
| All | +34.0% | -77.1% | +111.1% | +56.5% |
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