+944.2%
RKLB vs GFS
-21.4%
+965.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GFS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.9% | -6.2% | -5.2% |
| 7D | 0.0% | +4.5% | -4.6% | -2.2% |
| 30D | -21.2% | -8.2% | -13.0% | -18.0% |
| 3M | -41.7% | -38.9% | -2.9% | -27.4% |
| 6M | -11.8% | -2.9% | -8.9% | -13.7% |
| YTD | -9.6% | +31.8% | -41.4% | -26.3% |
| 1Y | +34.1% | +43.1% | -9.0% | +4.8% |
| All | +944.2% | -21.4% | +965.6% | +918.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling