+559.5%
RKLB vs FXI
-13.2%
+572.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | -0.2% |
| 7D | -0.2% | +1.0% | -1.2% | -0.8% |
| 30D | -14.1% | -0.6% | -13.6% | -13.9% |
| 3M | -46.4% | +1.9% | -48.3% | -47.2% |
| 6M | -10.6% | -0.2% | -10.5% | -10.2% |
| YTD | -7.9% | -5.6% | -2.3% | -4.0% |
| 1Y | +49.5% | -4.7% | +54.1% | +54.9% |
| 3Y | +913.6% | +38.0% | +875.5% | +728.3% |
| 5Y | +375.3% | -2.7% | +378.0% | +383.1% |
| All | +559.5% | -13.2% | +572.6% | +669.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling