+255.2%
RKLB vs FN
+170.4%
+84.9%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +11.7% | +3.7% | +10.4% |
| 7D | -3.0% | 0.0% | -3.0% | -3.0% |
| 30D | -26.2% | -34.3% | +8.1% | -12.2% |
| 3M | -29.9% | -39.9% | +10.0% | -14.8% |
| 6M | -37.3% | -51.8% | +14.5% | -18.1% |
| YTD | -23.9% | -28.1% | +4.2% | -19.1% |
| 1Y | +7.0% | -29.1% | +36.1% | +14.8% |
| 3Y | +1,120.0% | +102.4% | +1,017.6% | +673.4% |
| All | +255.2% | +170.4% | +84.9% | +64.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling