+547.3%
RKLB vs FCUV
-99.3%
+646.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -7.0% | +2.8% | -4.2% |
| 7D | 0.0% | -63.8% | +63.7% | +0.6% |
| 30D | -21.2% | -14.7% | -6.5% | -21.7% |
| 3M | -41.7% | +65.3% | -107.0% | -45.8% |
| 6M | -11.8% | -68.5% | +56.7% | -14.8% |
| YTD | -9.6% | -83.0% | +73.5% | -10.7% |
| 1Y | +34.1% | -94.4% | +128.5% | +36.5% |
| 3Y | +917.3% | -99.3% | +1,016.5% | +933.9% |
| 5Y | +204.4% | -99.9% | +304.3% | +219.4% |
| All | +547.3% | -99.3% | +646.6% | +606.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling