+444.6%
RKLB vs FN
+360.7%
+83.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +11.7% | +3.7% | +10.5% |
| 7D | -3.0% | 0.0% | -3.0% | -3.0% |
| 30D | -26.2% | -34.3% | +8.1% | -12.4% |
| 3M | -29.9% | -39.9% | +10.0% | -15.1% |
| 6M | -37.3% | -51.8% | +14.5% | -18.4% |
| YTD | -23.9% | -28.1% | +4.2% | -19.0% |
| 1Y | +7.0% | -29.1% | +36.1% | +15.0% |
| 3Y | +1,120.0% | +102.4% | +1,017.6% | +691.5% |
| 5Y | +242.2% | +171.7% | +70.5% | +76.5% |
| All | +444.6% | +360.7% | +83.9% | +158.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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