+49.5%
RKLB vs FIVE
+66.7%
-17.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +5.1% | -4.4% | -1.7% |
| 7D | -0.2% | +4.3% | -4.5% | -2.3% |
| 30D | -14.1% | +12.5% | -26.6% | -19.6% |
| 3M | -46.4% | +31.2% | -77.7% | -53.7% |
| 6M | -10.6% | +14.4% | -25.0% | -16.8% |
| YTD | -7.9% | +33.9% | -41.8% | -22.1% |
| 1Y | +49.5% | +65.1% | -15.6% | +15.5% |
| All | +49.5% | +66.7% | -17.2% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVE.
Daily Out/Under-Performance
Portfolio return minus FIVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVE 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 FIVE 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