+546.0%
RKLB vs FANG
+453.4%
+92.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FANG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.6% |
| 7D | -2.0% | +2.9% | -4.9% | -2.7% |
| 30D | -22.4% | +2.6% | -25.1% | -22.9% |
| 3M | -45.2% | +7.6% | -52.7% | -46.3% |
| 6M | -12.5% | +17.3% | -29.8% | -17.1% |
| YTD | -9.8% | +38.7% | -48.4% | -18.2% |
| 1Y | +30.0% | +51.6% | -21.7% | +14.7% |
| 3Y | +942.2% | +50.0% | +892.3% | +809.7% |
| 5Y | +236.8% | +237.6% | -0.7% | +166.8% |
| All | +546.0% | +453.4% | +92.6% | +403.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FANG.
Daily Out/Under-Performance
Portfolio return minus FANG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FANG 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 FANG 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