+37.3%
RKLB vs FRMI
-77.3%
+114.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FRMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +11.5% | -9.0% | -0.3% |
| 7D | +5.3% | +23.3% | -18.0% | -0.1% |
| 30D | -20.5% | -7.6% | -12.9% | -20.0% |
| 3M | -42.0% | +0.2% | -42.2% | -44.4% |
| 6M | -6.0% | -28.7% | +22.7% | -4.6% |
| YTD | -5.6% | -28.6% | +23.0% | -4.8% |
| All | +37.3% | -77.3% | +114.6% | +46.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling