+49.5%
RKLB vs GFI
+45.3%
+4.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GFI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.6% | +2.3% | +1.5% |
| 7D | -0.2% | +3.1% | -3.3% | -1.9% |
| 30D | -14.1% | +27.1% | -41.2% | -24.8% |
| 3M | -46.4% | +21.2% | -67.6% | -52.1% |
| 6M | -10.6% | -4.5% | -6.1% | -12.5% |
| YTD | -7.9% | +11.7% | -19.6% | -16.0% |
| 1Y | +49.5% | +46.0% | +3.4% | +17.0% |
| All | +49.5% | +45.3% | +4.2% | +17.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GFI.
Daily Out/Under-Performance
Portfolio return minus GFI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFI 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 1y: compounded portfolio wealth divided by compounded GFI 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…
1y analysis · Full analysis span regression · 6 months rolling