+504.1%
RKLB vs FICO
+48.3%
+455.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FICO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +2.7% | +8.2% | +10.1% |
| 7D | +13.0% | -0.1% | +13.1% | +13.1% |
| 30D | -13.7% | +8.4% | -22.1% | -16.8% |
| 3M | -28.9% | -30.5% | +1.6% | -23.7% |
| 6M | -44.2% | -35.7% | -8.5% | -41.0% |
| YTD | -15.6% | -57.2% | +41.6% | +3.6% |
| 1Y | +14.0% | -58.4% | +72.4% | +41.9% |
| 3Y | +1,275.2% | -24.8% | +1,300.1% | +1,067.6% |
| 5Y | +296.6% | +79.3% | +217.4% | +112.4% |
| All | +504.1% | +48.3% | +455.7% | +242.5% |
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