+559.5%
RKLB vs FN
+473.8%
+85.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.1% | -2.4% | -0.6% |
| 7D | -0.2% | -1.7% | +1.5% | +0.5% |
| 30D | -14.1% | -22.0% | +7.9% | -6.0% |
| 3M | -46.4% | -43.0% | -3.4% | -34.2% |
| 6M | -10.6% | -27.7% | +17.1% | -2.4% |
| YTD | -7.9% | -10.5% | +2.6% | -9.9% |
| 1Y | +49.5% | +12.5% | +37.0% | +33.9% |
| 3Y | +913.6% | +153.8% | +759.8% | +502.4% |
| 5Y | +375.3% | +288.0% | +87.3% | +116.7% |
| All | +559.5% | +473.8% | +85.7% | +187.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling