-7.4%
RKLB vs USFD
+49.6%
-57.0%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +8.5% | -12.2% | -4.8% |
| 7D | -10.6% | +7.8% | -18.5% | -11.7% |
| 30D | -28.3% | +16.2% | -44.4% | -30.6% |
| 3M | -29.7% | +11.0% | -40.7% | -31.0% |
| 6M | -34.8% | +20.7% | -55.5% | -36.7% |
| YTD | -24.9% | +46.0% | -70.9% | -43.4% |
| 1Y | -7.4% | +49.8% | -57.2% | -31.8% |
| All | -7.4% | +49.6% | -57.0% | -31.8% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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