+204.4%
RKLB vs FLUT
-48.5%
+252.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.4% | -2.9% | -3.7% |
| 7D | 0.0% | -2.6% | +2.6% | +1.0% |
| 30D | -21.2% | +5.4% | -26.6% | -23.4% |
| 3M | -41.7% | -10.8% | -31.0% | -40.4% |
| 6M | -11.8% | -9.2% | -2.6% | -11.9% |
| YTD | -9.6% | -53.8% | +44.2% | +21.1% |
| 1Y | +34.1% | -66.0% | +100.1% | +105.8% |
| 3Y | +917.3% | -44.7% | +961.9% | +1,155.2% |
| 5Y | +204.4% | -50.6% | +255.0% | +252.3% |
| All | +204.4% | -48.5% | +252.9% | +252.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling