+546.0%
RKLB vs FIVN
-79.1%
+625.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +1.1% |
| 7D | -2.0% | -7.8% | +5.8% | +0.6% |
| 30D | -22.4% | -1.7% | -20.7% | -22.4% |
| 3M | -45.2% | +47.2% | -92.3% | -53.5% |
| 6M | -12.5% | +82.7% | -95.2% | -35.5% |
| YTD | -9.8% | +52.9% | -62.7% | -30.2% |
| 1Y | +30.0% | +17.5% | +12.5% | +12.3% |
| 3Y | +942.2% | -55.8% | +998.0% | +1,196.8% |
| 5Y | +236.8% | -82.3% | +319.1% | +475.0% |
| All | +546.0% | -79.1% | +625.1% | +1,024.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling