+546.0%
RKLB vs FCUV
-99.3%
+645.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.3% | -1.7% | +1.6% |
| 7D | -2.0% | -66.5% | +64.4% | -1.2% |
| 30D | -22.4% | +5.0% | -27.4% | -23.1% |
| 3M | -45.2% | +63.8% | -108.9% | -48.9% |
| 6M | -12.5% | -67.8% | +55.3% | -15.2% |
| YTD | -9.8% | -82.4% | +72.6% | -10.9% |
| 1Y | +30.0% | -94.7% | +124.7% | +32.8% |
| 3Y | +942.2% | -99.3% | +1,041.5% | +959.4% |
| 5Y | +236.8% | -99.9% | +336.7% | +253.3% |
| All | +546.0% | -99.3% | +645.3% | +604.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling