+576.0%
RKLB vs FIVN
-78.7%
+654.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIVN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -6.1% | +8.6% | +4.6% |
| 7D | +5.3% | -8.2% | +13.6% | +8.3% |
| 30D | -20.5% | -8.1% | -12.4% | -18.7% |
| 3M | -42.0% | +34.9% | -76.9% | -49.2% |
| 6M | -6.0% | +72.6% | -78.7% | -28.9% |
| YTD | -5.6% | +55.8% | -61.3% | -27.5% |
| 1Y | +38.0% | +17.1% | +20.9% | +19.6% |
| 3Y | +962.4% | -54.3% | +1,016.7% | +1,203.9% |
| 5Y | +336.5% | -81.6% | +418.1% | +635.0% |
| All | +576.0% | -78.7% | +654.7% | +1,068.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling