+20.8%
RKLB vs FN
-24.2%
+45.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -4.8% | +11.3% | +8.8% |
| 7D | +15.2% | -4.1% | +19.3% | +17.2% |
| 30D | -8.1% | -28.3% | +20.3% | +5.7% |
| 3M | -21.7% | -33.9% | +12.2% | -8.4% |
| 6M | -40.5% | -43.9% | +3.4% | -27.0% |
| YTD | -10.1% | -23.4% | +13.3% | -14.3% |
| 1Y | +20.8% | -25.4% | +46.2% | +15.7% |
| All | +20.8% | -24.2% | +45.1% | +15.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling