+1,321.0%
RKLB vs USFR
+14.4%
+1,306.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | USFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | 0.0% | -4.0% | -3.9% |
| 7D | +15.9% | +0.1% | +15.9% | +16.0% |
| 30D | +4.0% | +0.4% | +3.6% | +4.5% |
| 3M | -23.2% | +1.1% | -24.2% | -22.4% |
| 6M | -50.4% | +2.0% | -52.5% | -51.1% |
| YTD | -11.8% | +3.5% | -15.3% | -19.8% |
| 1Y | +36.0% | +4.1% | +31.9% | +17.7% |
| 3Y | +1,321.0% | +14.4% | +1,306.7% | +1,678.5% |
| All | +1,321.0% | +14.4% | +1,306.7% | +1,678.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling