+1,321.0%
RKLB vs FN
+96.4%
+1,224.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -7.3% | +3.3% | -0.8% |
| 7D | +15.9% | +0.3% | +15.7% | +15.7% |
| 30D | +4.0% | -16.5% | +20.5% | +11.8% |
| 3M | -23.2% | -42.1% | +18.9% | -5.7% |
| 6M | -50.4% | -52.9% | +2.4% | -35.2% |
| YTD | -11.8% | -28.0% | +16.2% | -6.4% |
| 1Y | +36.0% | -18.5% | +54.5% | +38.2% |
| 3Y | +1,321.0% | +93.9% | +1,227.2% | +840.3% |
| All | +1,321.0% | +96.4% | +1,224.6% | +840.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling