+255.2%
RKLB vs FICO
+81.4%
+173.8%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -27.9% |
| 3M | -29.9% | -31.7% | +1.9% | -24.6% |
| 6M | -37.3% | -34.0% | -3.3% | -35.2% |
| YTD | -23.9% | -58.3% | +34.4% | -6.2% |
| 1Y | +7.0% | -57.9% | +64.9% | +31.3% |
| 3Y | +1,120.0% | -24.1% | +1,144.1% | +895.9% |
| All | +255.2% | +81.4% | +173.8% | +95.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling