+444.6%
RKLB vs FICO
+44.4%
+400.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FICO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -0.4% | +15.8% | +15.5% |
| 7D | -3.0% | -0.9% | -2.1% | -2.8% |
| 30D | -26.2% | +3.3% | -29.6% | -28.0% |
| 3M | -29.9% | -31.7% | +1.9% | -24.4% |
| 6M | -37.3% | -34.0% | -3.3% | -35.0% |
| YTD | -23.9% | -58.3% | +34.4% | -6.0% |
| 1Y | +7.0% | -57.9% | +64.9% | +31.6% |
| 3Y | +1,120.0% | -24.1% | +1,144.1% | +920.7% |
| 5Y | +242.2% | +85.3% | +156.9% | +79.3% |
| All | +444.6% | +44.4% | +400.3% | +210.9% |
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