-7.4%
RKLB vs FIVN
+55.4%
-62.8%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.6% | -5.4% | -3.8% |
| 7D | -10.6% | -3.4% | -7.2% | -10.5% |
| 30D | -28.3% | +5.8% | -34.0% | -28.3% |
| 3M | -29.7% | +22.0% | -51.7% | -29.7% |
| 6M | -34.8% | +55.7% | -90.5% | -32.9% |
| YTD | -24.9% | +81.3% | -106.2% | -22.4% |
| 1Y | -7.4% | +58.0% | -65.4% | +2.5% |
| All | -7.4% | +55.4% | -62.8% | +2.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIVN.
Daily Out/Under-Performance
Portfolio return minus FIVN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIVN 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 FIVN 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