+231.5%
RKLB vs FND
-62.8%
+294.3%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.0% |
| 7D | -2.9% | -5.1% | +2.2% | -0.5% |
| 30D | -22.6% | -22.5% | 0.0% | -12.5% |
| 3M | -41.0% | -5.0% | -36.0% | -41.1% |
| 6M | -10.1% | -21.5% | +11.4% | -2.0% |
| YTD | -11.2% | -23.0% | +11.8% | -2.9% |
| 1Y | +34.2% | -44.9% | +79.1% | +74.4% |
| 3Y | +899.4% | -50.0% | +949.3% | +1,150.2% |
| 5Y | +231.5% | -63.3% | +294.9% | +369.3% |
| All | +231.5% | -62.8% | +294.3% | +369.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling