+39.9%
RKLB vs FIG
-71.6%
+111.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.4% | +5.1% | +1.2% |
| 7D | -0.2% | -16.3% | +16.1% | +1.8% |
| 30D | -14.1% | -14.3% | +0.2% | -12.9% |
| 3M | -46.4% | +7.2% | -53.6% | -47.8% |
| 6M | -10.6% | -18.6% | +8.0% | -9.7% |
| YTD | -7.9% | -35.5% | +27.6% | -1.9% |
| 1Y | +49.5% | -55.8% | +105.3% | +68.3% |
| All | +39.9% | -71.6% | +111.6% | +59.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling