+30.0%
RKLB vs FND
-45.3%
+75.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.3% |
| 7D | -2.0% | -5.8% | +3.7% | -0.3% |
| 30D | -22.4% | -20.2% | -2.2% | -16.8% |
| 3M | -45.2% | -12.0% | -33.2% | -43.4% |
| 6M | -12.5% | -18.5% | +6.0% | -6.5% |
| YTD | -9.8% | -22.3% | +12.5% | -2.5% |
| 1Y | +30.0% | -47.6% | +77.6% | +84.2% |
| All | +30.0% | -45.3% | +75.3% | +84.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 1y: compounded portfolio wealth divided by compounded FND 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…
1y analysis · Full analysis span regression · 6 months rolling