+559.5%
RKLB vs FLEX
+761.9%
-202.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | -0.2% |
| 7D | -0.2% | -0.9% | +0.7% | +0.3% |
| 30D | -14.1% | -10.1% | -4.0% | -8.4% |
| 3M | -46.4% | -31.3% | -15.1% | -33.4% |
| 6M | -10.6% | +71.3% | -81.9% | -41.4% |
| YTD | -7.9% | +81.2% | -89.1% | -42.1% |
| 1Y | +49.5% | +98.5% | -49.0% | -10.9% |
| 3Y | +913.6% | +428.2% | +485.3% | +211.6% |
| 5Y | +375.3% | +657.3% | -282.0% | +12.5% |
| All | +559.5% | +761.9% | -202.4% | +56.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling