+559.5%
RKLB vs FIX
+3,098.9%
-2,539.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.9% | -1.2% | -0.3% |
| 7D | -0.2% | +6.0% | -6.2% | -3.4% |
| 30D | -14.1% | -7.2% | -6.9% | -10.7% |
| 3M | -46.4% | -15.9% | -30.6% | -41.7% |
| 6M | -10.6% | +12.7% | -23.4% | -16.7% |
| YTD | -7.9% | +72.8% | -80.7% | -32.0% |
| 1Y | +49.5% | +122.9% | -73.4% | -3.6% |
| 3Y | +913.6% | +774.3% | +139.2% | +192.9% |
| 5Y | +375.3% | +2,049.5% | -1,674.2% | -12.6% |
| All | +559.5% | +3,098.9% | -2,539.4% | +9.3% |
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