-7.4%
RKLB vs FCUV
-98.1%
+90.7%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -7.5% | +3.7% | -3.8% |
| 7D | -10.6% | -8.6% | -2.1% | -10.7% |
| 30D | -28.3% | -25.9% | -2.4% | -28.4% |
| 3M | -29.7% | -69.8% | +40.1% | -29.8% |
| 6M | -34.8% | -31.6% | -3.2% | -34.4% |
| YTD | -24.9% | -90.1% | +65.2% | -26.2% |
| 1Y | -7.4% | -98.0% | +90.6% | -30.3% |
| All | -7.4% | -98.1% | +90.7% | -30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 1y: compounded portfolio wealth divided by compounded FCUV 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…
1y analysis · Full analysis span regression · 6 months rolling