+559.5%
RKLB vs FHN
+143.0%
+416.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | -0.2% | +1.2% | -1.4% | -0.7% |
| 30D | -14.1% | -4.7% | -9.4% | -12.2% |
| 3M | -46.4% | +3.5% | -50.0% | -47.6% |
| 6M | -10.6% | +7.8% | -18.5% | -13.6% |
| YTD | -7.9% | +5.9% | -13.8% | -10.3% |
| 1Y | +49.5% | +12.5% | +37.0% | +41.4% |
| 3Y | +913.6% | +117.2% | +796.4% | +689.4% |
| 5Y | +375.3% | +86.5% | +288.8% | +270.9% |
| All | +559.5% | +143.0% | +416.5% | +400.7% |
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