+504.1%
RKLB vs FIX
+2,111.4%
-1,607.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +9.4% | +1.5% | +5.6% |
| 7D | +13.0% | -7.2% | +20.3% | +17.5% |
| 30D | -13.7% | -35.1% | +21.4% | +8.9% |
| 3M | -28.9% | -34.3% | +5.3% | -11.5% |
| 6M | -44.2% | -42.9% | -1.3% | -25.5% |
| YTD | -15.6% | +19.5% | -35.1% | -24.5% |
| 1Y | +14.0% | +16.8% | -2.8% | +3.7% |
| 3Y | +1,275.2% | +506.7% | +768.5% | +382.4% |
| 5Y | +296.6% | +1,046.7% | -750.1% | -6.3% |
| All | +504.1% | +2,111.4% | -1,607.3% | +21.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling