+576.0%
RKLB vs FOXA
+143.5%
+432.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.3% | +2.8% | +2.6% |
| 7D | +5.3% | -0.6% | +5.9% | +5.5% |
| 30D | -20.5% | +2.3% | -22.8% | -21.6% |
| 3M | -42.0% | -2.8% | -39.2% | -42.4% |
| 6M | -6.0% | +9.6% | -15.6% | -12.4% |
| YTD | -5.6% | -9.9% | +4.3% | -3.0% |
| 1Y | +38.0% | +5.4% | +32.6% | +30.1% |
| 3Y | +962.4% | +115.3% | +847.2% | +604.9% |
| 5Y | +336.5% | +93.1% | +243.4% | +201.7% |
| All | +576.0% | +143.5% | +432.5% | +364.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling