+444.6%
RKLB vs FIX
+1,921.2%
-1,476.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +5.4% | +9.9% | +12.4% |
| 7D | -3.0% | -17.5% | +14.4% | +7.5% |
| 30D | -26.2% | -41.6% | +15.4% | -1.4% |
| 3M | -29.9% | -40.6% | +10.7% | -7.8% |
| 6M | -37.3% | -49.4% | +12.1% | -10.5% |
| YTD | -23.9% | +9.2% | -33.1% | -28.5% |
| 1Y | +7.0% | +6.5% | +0.5% | +2.3% |
| 3Y | +1,120.0% | +448.7% | +671.3% | +351.9% |
| 5Y | +242.2% | +948.7% | -706.6% | -15.2% |
| All | +444.6% | +1,921.2% | -1,476.6% | +15.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling