+962.4%
RKLB vs FLEX
+475.0%
+487.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.4% | -1.9% | -0.1% |
| 7D | +5.3% | +7.0% | -1.6% | +1.1% |
| 30D | -20.5% | -5.8% | -14.7% | -17.7% |
| 3M | -42.0% | -24.2% | -17.8% | -32.9% |
| 6M | -6.0% | +90.8% | -96.9% | -41.5% |
| YTD | -5.6% | +89.2% | -94.8% | -41.3% |
| 1Y | +38.0% | +104.7% | -66.7% | -17.6% |
| 3Y | +962.4% | +478.1% | +484.3% | +292.0% |
| All | +962.4% | +475.0% | +487.4% | +292.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling