+578.9%
RKLB vs FN
+419.7%
+159.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +5.9% | -0.4% | +3.0% |
| 7D | +26.3% | +8.0% | +18.3% | +22.5% |
| 30D | +0.7% | -19.1% | +19.8% | +9.5% |
| 3M | -17.3% | -29.8% | +12.5% | -6.4% |
| 6M | -43.6% | -43.2% | -0.4% | -31.7% |
| YTD | -5.2% | -18.9% | +13.8% | -4.2% |
| 1Y | +29.1% | -17.9% | +47.0% | +30.5% |
| 3Y | +1,413.7% | +120.1% | +1,293.6% | +846.9% |
| 5Y | +364.9% | +206.7% | +158.2% | +127.6% |
| All | +578.9% | +419.7% | +159.1% | +205.9% |
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