+29.2%
RKLB vs FRMI
-78.6%
+107.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.5% | +0.8% | -1.1% |
| 7D | -2.9% | +10.9% | -13.8% | -5.5% |
| 30D | -22.6% | -24.3% | +1.7% | -17.7% |
| 3M | -41.0% | -21.8% | -19.2% | -39.2% |
| 6M | -10.1% | -33.0% | +22.9% | -7.3% |
| YTD | -11.2% | -32.6% | +21.4% | -9.1% |
| All | +29.2% | -78.6% | +107.7% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FRMI.
Daily Out/Under-Performance
Portfolio return minus FRMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRMI 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 5y: compounded portfolio wealth divided by compounded FRMI 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…
5y analysis · Full analysis span regression · 6 months rolling