+330.6%
RKLB vs FXI
-9.2%
+339.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -4.0% |
| 7D | +15.9% | -4.2% | +20.1% | +18.8% |
| 30D | +4.0% | -1.1% | +5.1% | +4.1% |
| 3M | -23.2% | -4.0% | -19.2% | -21.8% |
| 6M | -50.4% | -11.8% | -38.6% | -47.0% |
| YTD | -11.8% | -11.9% | +0.1% | -4.7% |
| 1Y | +36.0% | -16.1% | +52.1% | +51.3% |
| 3Y | +1,321.0% | +38.8% | +1,282.2% | +1,046.6% |
| All | +330.6% | -9.2% | +339.7% | +492.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FXI.
Daily Out/Under-Performance
Portfolio return minus FXI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FXI 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 FXI 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