+36.0%
RKLB vs FN
-25.5%
+61.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -7.3% | +3.3% | -0.5% |
| 7D | +15.9% | +0.3% | +15.7% | +15.6% |
| 30D | +4.0% | -16.5% | +20.5% | +12.1% |
| 3M | -23.2% | -42.1% | +18.9% | -4.8% |
| 6M | -50.4% | -52.9% | +2.4% | -34.7% |
| YTD | -11.8% | -28.0% | +16.2% | -12.9% |
| 1Y | +36.0% | -18.5% | +54.5% | +22.2% |
| All | +36.0% | -25.5% | +61.4% | +22.2% |
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