+13.4%
RKLB vs FIX
+14.0%
-0.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +9.4% | +1.5% | +4.4% |
| 7D | +13.0% | -7.2% | +20.3% | +17.7% |
| 30D | -13.7% | -35.1% | +21.4% | +14.8% |
| 3M | -28.9% | -34.3% | +5.3% | -7.3% |
| 6M | -44.2% | -42.9% | -1.3% | -21.1% |
| YTD | -15.6% | +19.5% | -35.1% | -37.9% |
| All | +13.4% | +14.0% | -0.6% | -13.7% |
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