+1,321.0%
RKLB vs FND
-39.5%
+1,360.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -2.2% | -1.8% | -3.2% |
| 7D | +15.9% | -6.8% | +22.8% | +18.8% |
| 30D | +4.0% | +8.0% | -4.0% | +0.5% |
| 3M | -23.2% | -18.9% | -4.3% | -17.8% |
| 6M | -50.4% | +4.7% | -55.1% | -52.7% |
| YTD | -11.8% | -21.6% | +9.8% | -6.2% |
| 1Y | +36.0% | -22.0% | +58.0% | +44.7% |
| 3Y | +1,321.0% | -40.4% | +1,361.5% | +1,476.7% |
| All | +1,321.0% | -39.5% | +1,360.6% | +1,476.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling