+535.9%
RKLB vs FLEX
+750.1%
-214.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.1% | +2.4% | +0.8% |
| 7D | -2.9% | +0.1% | -3.0% | -3.0% |
| 30D | -22.6% | -11.8% | -10.8% | -16.4% |
| 3M | -41.0% | -22.6% | -18.5% | -32.0% |
| 6M | -10.1% | +77.3% | -87.4% | -42.4% |
| YTD | -11.2% | +78.8% | -89.9% | -43.8% |
| 1Y | +34.2% | +86.1% | -51.9% | -16.5% |
| 3Y | +899.4% | +446.2% | +453.1% | +200.2% |
| 5Y | +231.5% | +689.7% | -458.2% | -22.3% |
| All | +535.9% | +750.1% | -214.2% | +52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 10y: compounded portfolio wealth divided by compounded FLEX 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…
10y analysis · Full analysis span regression · 6 months rolling