+535.9%
RKLB vs FND
-45.2%
+581.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.1% |
| 7D | -2.9% | -5.1% | +2.2% | -0.6% |
| 30D | -22.6% | -22.5% | 0.0% | -13.0% |
| 3M | -41.0% | -5.0% | -36.0% | -41.0% |
| 6M | -10.1% | -21.5% | +11.4% | -2.4% |
| YTD | -11.2% | -23.0% | +11.8% | -3.3% |
| 1Y | +34.2% | -44.9% | +79.1% | +71.9% |
| 3Y | +899.4% | -50.0% | +949.3% | +1,145.0% |
| 5Y | +231.5% | -63.3% | +294.9% | +338.0% |
| All | +535.9% | -45.2% | +581.1% | +678.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 10y: compounded portfolio wealth divided by compounded FND 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…
10y analysis · Full analysis span regression · 6 months rolling