+308.8%
RKLB vs FANG
+232.6%
+76.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -23.0% |
| 3M | -45.2% | +7.6% | -52.7% | -46.5% |
| 6M | -12.5% | +17.3% | -29.8% | -18.0% |
| YTD | -9.8% | +38.7% | -48.4% | -19.9% |
| 1Y | +30.0% | +51.6% | -21.7% | +11.6% |
| 3Y | +942.2% | +50.0% | +892.3% | +777.6% |
| All | +308.8% | +232.6% | +76.2% | +294.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling