+217.9%
RKLB vs FXI
-4.8%
+222.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.5% | +5.0% | +4.0% |
| 7D | +5.3% | -1.0% | +6.3% | +5.9% |
| 30D | -20.5% | -3.2% | -17.2% | -19.0% |
| 3M | -42.0% | +1.7% | -43.7% | -43.0% |
| 6M | -6.0% | -1.6% | -4.5% | -4.8% |
| YTD | -5.6% | -7.9% | +2.3% | -0.2% |
| 1Y | +38.0% | -9.6% | +47.6% | +47.4% |
| 3Y | +962.4% | +40.5% | +922.0% | +757.7% |
| All | +217.9% | -4.8% | +222.7% | +262.9% |
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