+576.0%
RKLB vs FICO
+91.3%
+484.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FICO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.1% | +2.4% | +2.5% |
| 7D | +5.3% | -15.4% | +20.8% | +10.5% |
| 30D | -20.5% | -10.4% | -10.1% | -18.5% |
| 3M | -42.0% | -22.7% | -19.3% | -39.7% |
| 6M | -6.0% | -36.8% | +30.7% | +4.4% |
| YTD | -5.6% | -44.8% | +39.2% | +10.6% |
| 1Y | +38.0% | -39.3% | +77.3% | +51.7% |
| 3Y | +962.4% | +3.7% | +958.7% | +725.1% |
| 5Y | +336.5% | +101.7% | +234.8% | +138.6% |
| All | +576.0% | +91.3% | +484.7% | +265.6% |
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