+345.9%
RKLB vs FHN
+60.0%
+285.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.9% |
| 7D | +39.3% | +1.3% | +38.1% | +38.6% |
| 30D | -0.2% | +2.8% | -3.0% | -1.5% |
| 3M | -21.1% | -8.9% | -12.1% | -17.4% |
| 6M | -45.5% | -0.7% | -44.8% | -45.5% |
| YTD | -8.2% | +0.1% | -8.2% | -8.3% |
| 1Y | +28.2% | +10.4% | +17.8% | +22.8% |
| 3Y | +1,366.1% | +128.8% | +1,237.3% | +1,036.4% |
| 5Y | +345.9% | +61.5% | +284.4% | +262.9% |
| All | +345.9% | +60.0% | +285.9% | +262.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling