+546.0%
RKLB vs FOXA
+146.2%
+399.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.2% | +0.4% | +1.1% |
| 7D | -2.0% | +0.8% | -2.8% | -2.4% |
| 30D | -22.4% | +5.0% | -27.5% | -24.5% |
| 3M | -45.2% | -3.0% | -42.1% | -45.4% |
| 6M | -12.5% | +14.8% | -27.3% | -20.3% |
| YTD | -9.8% | -8.9% | -0.8% | -7.8% |
| 1Y | +30.0% | +13.3% | +16.7% | +18.0% |
| 3Y | +942.2% | +115.4% | +826.8% | +591.3% |
| 5Y | +236.8% | +95.3% | +141.5% | +131.4% |
| All | +546.0% | +146.2% | +399.8% | +341.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 10y: compounded portfolio wealth divided by compounded FOXA 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…
10y analysis · Full analysis span regression · 6 months rolling