+962.4%
RKLB vs FIVE
+59.0%
+903.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.7% | +1.8% | +2.2% |
| 7D | +5.3% | +3.7% | +1.7% | +3.9% |
| 30D | -20.5% | +4.0% | -24.4% | -21.9% |
| 3M | -42.0% | +36.2% | -78.3% | -48.7% |
| 6M | -6.0% | +18.0% | -24.1% | -12.4% |
| YTD | -5.6% | +34.9% | -40.5% | -16.0% |
| 1Y | +38.0% | +67.9% | -29.9% | +13.9% |
| 3Y | +962.4% | +57.3% | +905.1% | +626.7% |
| All | +962.4% | +59.0% | +903.4% | +626.7% |
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