+444.6%
RKLB vs FIVE
+51.1%
+393.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -0.4% | +15.8% | +15.6% |
| 7D | -3.0% | -0.3% | -2.8% | -3.0% |
| 30D | -26.2% | +17.7% | -43.9% | -31.6% |
| 3M | -29.9% | +4.0% | -33.8% | -31.8% |
| 6M | -37.3% | +2.6% | -39.9% | -39.6% |
| YTD | -23.9% | +27.6% | -51.5% | -33.1% |
| 1Y | +7.0% | +59.9% | -53.0% | -14.5% |
| 3Y | +1,120.0% | +35.8% | +1,084.2% | +860.1% |
| 5Y | +242.2% | +14.4% | +227.7% | +166.8% |
| All | +444.6% | +51.1% | +393.5% | +299.8% |
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