+330.6%
RKLB vs FLEX
+421.8%
-91.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.0% | +0.1% | -1.3% |
| 7D | +15.9% | +7.5% | +8.5% | +10.5% |
| 30D | +4.0% | -25.3% | +29.3% | +24.8% |
| 3M | -23.2% | -39.7% | +16.5% | +5.7% |
| 6M | -50.4% | -47.9% | -2.6% | -26.6% |
| YTD | -11.8% | +24.1% | -35.9% | -33.7% |
| 1Y | +36.0% | +26.0% | +10.0% | +1.7% |
| 3Y | +1,321.0% | +282.7% | +1,038.3% | +333.1% |
| All | +330.6% | +421.8% | -91.2% | -2.8% |
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