+296.6%
RKLB vs FFIV
+42.4%
+254.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FFIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +2.2% | +8.7% | +9.2% |
| 7D | +13.0% | -2.1% | +15.1% | +15.5% |
| 30D | -13.7% | -33.8% | +20.1% | +16.5% |
| 3M | -28.9% | -20.6% | -8.3% | -18.2% |
| 6M | -44.2% | -10.2% | -33.9% | -42.1% |
| YTD | -15.6% | +24.5% | -40.1% | -33.8% |
| 1Y | +14.0% | +29.3% | -15.3% | -13.3% |
| 3Y | +1,275.2% | +103.8% | +1,171.4% | +569.4% |
| 5Y | +296.6% | +40.9% | +255.8% | +136.4% |
| All | +296.6% | +42.4% | +254.2% | +136.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling