+330.6%
RKLB vs FIX
+1,026.2%
-695.6%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.4% | -2.6% | -3.2% |
| 7D | +15.9% | +9.4% | +6.5% | +10.2% |
| 30D | +4.0% | -27.8% | +31.7% | +24.6% |
| 3M | -23.2% | -35.6% | +12.4% | -2.2% |
| 6M | -50.4% | -45.2% | -5.2% | -31.4% |
| YTD | -11.8% | +19.5% | -31.3% | -22.0% |
| 1Y | +36.0% | +24.2% | +11.7% | +18.2% |
| 3Y | +1,321.0% | +494.2% | +826.9% | +340.8% |
| All | +330.6% | +1,026.2% | -695.6% | -23.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling