+34.1%
RKLB vs FFIV
+26.5%
+7.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +3.9% | -8.1% | -6.7% |
| 7D | 0.0% | +3.5% | -3.5% | -2.4% |
| 30D | -21.2% | -1.3% | -19.9% | -20.7% |
| 3M | -41.7% | +2.4% | -44.1% | -42.7% |
| 6M | -11.8% | +41.8% | -53.6% | -28.0% |
| YTD | -9.6% | +58.5% | -68.1% | -29.3% |
| 1Y | +34.1% | +24.3% | +9.8% | +15.1% |
| All | +34.1% | +26.5% | +7.6% | +15.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling