+531.5%
RKLB vs FICO
+47.6%
+483.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FICO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.4% | -4.4% | -4.1% |
| 7D | +15.9% | +2.2% | +13.7% | +15.3% |
| 30D | +4.0% | +0.1% | +3.9% | +3.0% |
| 3M | -23.2% | -35.2% | +12.0% | -15.4% |
| 6M | -50.4% | -32.4% | -18.1% | -48.7% |
| YTD | -11.8% | -57.4% | +45.6% | +8.5% |
| 1Y | +36.0% | -58.5% | +94.5% | +69.2% |
| 3Y | +1,321.0% | -28.9% | +1,349.9% | +1,144.1% |
| 5Y | +328.2% | +91.7% | +236.5% | +122.4% |
| All | +531.5% | +47.6% | +483.9% | +258.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FICO.
Daily Out/Under-Performance
Portfolio return minus FICO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FICO 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 10y: compounded portfolio wealth divided by compounded FICO 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…
10y analysis · Full analysis span regression · 6 months rolling