+1,379.7%
RKLB vs USFD
+155.8%
+1,223.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.4% | -1.8% | -2.3% |
| 7D | +39.3% | +1.3% | +38.0% | +38.4% |
| 30D | -0.2% | +10.6% | -10.8% | -6.9% |
| 3M | -21.1% | -2.4% | -18.6% | -20.2% |
| 6M | -45.5% | +28.9% | -74.4% | -55.4% |
| YTD | -8.2% | +43.7% | -51.9% | -35.9% |
| 1Y | +28.2% | +48.5% | -20.3% | -13.3% |
| All | +1,379.7% | +155.8% | +1,223.9% | +676.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling