+535.9%
RKLB vs FANG
+454.5%
+81.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FANG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.4% | -3.1% | -2.0% |
| 7D | -2.9% | +1.2% | -4.1% | -3.2% |
| 30D | -22.6% | +2.4% | -24.9% | -23.0% |
| 3M | -41.0% | +5.1% | -46.1% | -42.0% |
| 6M | -10.1% | +16.4% | -26.5% | -14.7% |
| YTD | -11.2% | +39.0% | -50.1% | -19.5% |
| 1Y | +34.2% | +50.6% | -16.4% | +18.6% |
| 3Y | +899.4% | +46.9% | +852.4% | +776.0% |
| 5Y | +231.5% | +238.2% | -6.7% | +162.5% |
| All | +535.9% | +454.5% | +81.3% | +394.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling