+531.5%
RKLB vs FHN
+130.8%
+400.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.5% | -4.5% | -4.2% |
| 7D | +15.9% | +2.1% | +13.8% | +14.9% |
| 30D | +4.0% | +3.8% | +0.2% | +2.3% |
| 3M | -23.2% | -8.9% | -14.2% | -19.8% |
| 6M | -50.4% | +1.8% | -52.3% | -50.9% |
| YTD | -11.8% | +0.6% | -12.4% | -12.1% |
| 1Y | +36.0% | +12.9% | +23.0% | +29.2% |
| 3Y | +1,321.0% | +126.4% | +1,194.6% | +1,013.5% |
| 5Y | +328.2% | +62.3% | +265.9% | +250.8% |
| All | +531.5% | +130.8% | +400.6% | +390.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling