+543.6%
RKLB vs FLUT
-51.2%
+594.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.6% | +5.9% | +6.3% |
| 7D | +15.2% | -1.5% | +16.7% | +15.7% |
| 30D | -8.1% | +3.4% | -11.5% | -9.9% |
| 3M | -21.7% | -12.5% | -9.2% | -19.7% |
| 6M | -40.5% | -18.5% | -22.1% | -39.2% |
| YTD | -10.1% | -61.6% | +51.5% | +25.4% |
| 1Y | +20.8% | -64.1% | +84.9% | +74.0% |
| 3Y | +1,335.0% | -44.5% | +1,379.5% | +1,626.1% |
| 5Y | +329.8% | -51.3% | +381.1% | +397.2% |
| All | +543.6% | -51.2% | +594.8% | +656.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FLUT.
Daily Out/Under-Performance
Portfolio return minus FLUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLUT 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 FLUT 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