+204.4%
RKLB vs FLEX
+717.1%
-512.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.4% | -2.8% | -3.3% |
| 7D | 0.0% | +6.4% | -6.4% | -4.0% |
| 30D | -21.2% | -5.9% | -15.3% | -18.2% |
| 3M | -41.7% | -23.5% | -18.3% | -32.0% |
| 6M | -11.8% | +83.7% | -95.5% | -46.6% |
| YTD | -9.6% | +86.5% | -96.1% | -46.3% |
| 1Y | +34.1% | +100.5% | -66.4% | -23.8% |
| 3Y | +917.3% | +469.8% | +447.4% | +159.4% |
| 5Y | +204.4% | +725.7% | -521.3% | -44.2% |
| All | +204.4% | +717.1% | -512.7% | -44.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling