-7.4%
RKLB vs FIX
+14.3%
-21.7%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -15.1% | +11.3% | +6.1% |
| 7D | -10.6% | -18.9% | +8.3% | +1.8% |
| 30D | -28.3% | -36.3% | +8.0% | -3.6% |
| 3M | -29.7% | -38.5% | +8.8% | -4.0% |
| 6M | -34.8% | -42.3% | +7.5% | -8.6% |
| YTD | -24.9% | +17.1% | -42.0% | -45.1% |
| 1Y | -7.4% | +14.4% | -21.8% | -31.6% |
| All | -7.4% | +14.3% | -21.7% | -31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 FIX 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