+30.0%
RKLB vs GFS
+47.5%
-17.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GFS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +2.2% | -0.6% | +0.6% |
| 7D | -2.0% | +3.8% | -5.9% | -3.8% |
| 30D | -22.4% | -11.7% | -10.7% | -18.0% |
| 3M | -45.2% | -41.8% | -3.4% | -32.8% |
| 6M | -12.5% | +6.6% | -19.2% | -16.8% |
| YTD | -9.8% | +34.6% | -44.4% | -27.8% |
| 1Y | +30.0% | +46.2% | -16.2% | +5.6% |
| All | +30.0% | +47.5% | -17.5% | +5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GFS.
Daily Out/Under-Performance
Portfolio return minus GFS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GFS 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 GFS 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