+34.2%
RKLB vs FHN
+11.4%
+22.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.7% | -2.5% | -2.3% |
| 7D | -2.9% | -0.8% | -2.1% | -2.4% |
| 30D | -22.6% | -2.6% | -19.9% | -21.1% |
| 3M | -41.0% | +0.8% | -41.9% | -42.1% |
| 6M | -10.1% | +9.2% | -19.3% | -16.5% |
| YTD | -11.2% | +5.1% | -16.3% | -15.2% |
| 1Y | +34.2% | +12.2% | +22.0% | +26.6% |
| All | +34.2% | +11.4% | +22.8% | +26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 FHN 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