+343.2%
RKLB vs USFD
+215.8%
+127.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.0% |
| 7D | -0.2% | -3.0% | +2.8% | +1.9% |
| 30D | -14.1% | +3.5% | -17.6% | -16.4% |
| 3M | -46.4% | +26.6% | -73.0% | -55.7% |
| 6M | -10.6% | +11.7% | -22.3% | -19.3% |
| YTD | -7.9% | +38.1% | -46.0% | -31.5% |
| 1Y | +49.5% | +33.4% | +16.1% | +14.9% |
| 3Y | +913.6% | +155.8% | +757.7% | +383.0% |
| All | +343.2% | +215.8% | +127.3% | +117.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling