+1,321.0%
RKLB vs FIVE
+40.0%
+1,281.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.2% | -3.8% | -3.9% |
| 7D | +15.9% | +2.7% | +13.3% | +15.0% |
| 30D | +4.0% | +12.7% | -8.7% | -0.2% |
| 3M | -23.2% | +2.1% | -25.2% | -24.2% |
| 6M | -50.4% | +17.5% | -67.9% | -54.0% |
| YTD | -11.8% | +31.0% | -42.8% | -20.6% |
| 1Y | +36.0% | +67.7% | -31.8% | +12.9% |
| 3Y | +1,321.0% | +43.4% | +1,277.6% | +1,009.5% |
| All | +1,321.0% | +40.0% | +1,281.1% | +1,009.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling