+231.5%
RKLB vs FIVN
-82.6%
+314.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.6% |
| 7D | -2.9% | -11.3% | +8.4% | +1.0% |
| 30D | -22.6% | -7.3% | -15.3% | -21.0% |
| 3M | -41.0% | +41.7% | -82.7% | -49.3% |
| 6M | -10.1% | +78.3% | -88.4% | -33.1% |
| YTD | -11.2% | +50.9% | -62.1% | -31.0% |
| 1Y | +34.2% | +19.7% | +14.5% | +15.1% |
| 3Y | +899.4% | -55.7% | +955.1% | +1,154.9% |
| 5Y | +231.5% | -82.6% | +314.1% | +488.4% |
| All | +231.5% | -82.6% | +314.1% | +488.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling