+578.9%
RKLB vs FFIV
+95.2%
+483.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.9% | +4.6% | +4.9% |
| 7D | +26.3% | -2.9% | +29.3% | +29.7% |
| 30D | +0.7% | -32.4% | +33.1% | +31.4% |
| 3M | -17.3% | -22.7% | +5.4% | -3.2% |
| 6M | -43.6% | -10.7% | -32.9% | -41.1% |
| YTD | -5.2% | +25.4% | -30.5% | -23.9% |
| 1Y | +29.1% | +34.2% | -5.1% | -1.5% |
| 3Y | +1,413.7% | +101.2% | +1,312.5% | +724.9% |
| 5Y | +364.9% | +42.0% | +322.9% | +199.3% |
| All | +578.9% | +95.2% | +483.6% | +301.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FFIV.
Daily Out/Under-Performance
Portfolio return minus FFIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FFIV 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 FFIV 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