+962.4%
RKLB vs FFIV
+141.9%
+820.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.2% | +2.7% | +2.7% |
| 7D | +5.3% | -1.5% | +6.9% | +6.5% |
| 30D | -20.5% | -2.7% | -17.8% | -19.2% |
| 3M | -42.0% | -1.7% | -40.4% | -41.4% |
| 6M | -6.0% | +36.1% | -42.2% | -25.1% |
| YTD | -5.6% | +52.6% | -58.2% | -31.2% |
| 1Y | +38.0% | +21.5% | +16.5% | +17.0% |
| 3Y | +962.4% | +142.7% | +819.7% | +456.6% |
| All | +962.4% | +141.9% | +820.5% | +456.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling