+38.0%
RKLB vs FIX
+132.0%
-94.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.4% | +0.1% | +1.0% |
| 7D | +5.3% | +6.1% | -0.7% | +1.4% |
| 30D | -20.5% | -2.7% | -17.8% | -19.3% |
| 3M | -42.0% | -10.9% | -31.1% | -38.9% |
| 6M | -6.0% | +29.0% | -35.0% | -20.3% |
| YTD | -5.6% | +76.9% | -82.5% | -34.9% |
| 1Y | +38.0% | +130.7% | -92.7% | -1.8% |
| All | +38.0% | +132.0% | -94.0% | -1.8% |
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