+543.6%
RKLB vs FN
+390.9%
+152.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -4.8% | +11.3% | +8.6% |
| 7D | +15.2% | -4.1% | +19.3% | +17.4% |
| 30D | -8.1% | -28.3% | +20.3% | +5.1% |
| 3M | -21.7% | -33.9% | +12.2% | -9.0% |
| 6M | -40.5% | -43.9% | +3.4% | -27.4% |
| YTD | -10.1% | -23.4% | +13.3% | -7.0% |
| 1Y | +20.8% | -25.4% | +46.2% | +27.0% |
| 3Y | +1,335.0% | +107.9% | +1,227.1% | +819.4% |
| 5Y | +329.8% | +195.1% | +134.7% | +114.4% |
| All | +543.6% | +390.9% | +152.7% | +197.0% |
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