+546.0%
RKLB vs USFR
+20.6%
+525.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.3% |
| 7D | -2.0% | +0.1% | -2.2% | -2.5% |
| 30D | -22.4% | +0.4% | -22.8% | -23.5% |
| 3M | -45.2% | +1.0% | -46.2% | -47.4% |
| 6M | -12.5% | +2.0% | -14.5% | -20.1% |
| YTD | -9.8% | +2.8% | -12.5% | -21.0% |
| 1Y | +30.0% | +4.1% | +25.9% | +5.8% |
| 3Y | +942.2% | +14.1% | +928.1% | +513.3% |
| 5Y | +236.8% | +20.6% | +216.2% | +62.2% |
| All | +546.0% | +20.6% | +525.5% | +212.4% |
Cumulative growth
Daily Returns
Daily percentage return beside USFR.
Daily Out/Under-Performance
Portfolio return minus USFR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFR 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 10y: compounded portfolio wealth divided by compounded USFR 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…
10y analysis · Full analysis span regression · 6 months rolling