+547.3%
RKLB vs FIVE
+55.4%
+491.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.7% | -1.5% | -3.0% |
| 7D | 0.0% | +1.7% | -1.7% | -0.8% |
| 30D | -21.2% | +5.0% | -26.2% | -23.3% |
| 3M | -41.7% | +29.5% | -71.2% | -48.5% |
| 6M | -11.8% | +12.4% | -24.2% | -17.4% |
| YTD | -9.6% | +31.2% | -40.8% | -21.0% |
| 1Y | +34.1% | +72.9% | -38.8% | +3.7% |
| 3Y | +917.3% | +53.0% | +864.2% | +655.5% |
| 5Y | +204.4% | +34.2% | +170.2% | +129.9% |
| All | +547.3% | +55.4% | +491.9% | +371.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling