+29.1%
RKLB vs FICO
-58.5%
+87.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FICO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.2% | +5.7% | +5.5% |
| 7D | +26.3% | +4.0% | +22.3% | +26.8% |
| 30D | +0.7% | -1.5% | +2.2% | +0.7% |
| 3M | -17.3% | -29.8% | +12.5% | -19.3% |
| 6M | -43.6% | -33.3% | -10.4% | -46.8% |
| YTD | -5.2% | -56.9% | +51.7% | -3.9% |
| 1Y | +29.1% | -59.5% | +88.6% | +37.7% |
| All | +29.1% | -58.5% | +87.6% | +37.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling