+29.1%
RKLB vs USFD
+51.3%
-22.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.1% | +5.6% | +5.5% |
| 7D | +26.3% | -0.2% | +26.5% | +26.3% |
| 30D | +0.7% | +12.3% | -11.7% | -0.9% |
| 3M | -17.3% | -0.7% | -16.6% | -16.8% |
| 6M | -43.6% | +31.3% | -74.9% | -46.3% |
| YTD | -5.2% | +45.7% | -50.9% | -24.1% |
| 1Y | +29.1% | +52.1% | -23.0% | +0.3% |
| All | +29.1% | +51.3% | -22.2% | +0.3% |
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