+576.0%
RKLB vs FND
-44.0%
+620.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -4.6% | +7.1% | +4.7% |
| 7D | +5.3% | +0.4% | +4.9% | +5.0% |
| 30D | -20.5% | -23.6% | +3.1% | -10.2% |
| 3M | -42.0% | +4.3% | -46.4% | -44.9% |
| 6M | -6.0% | -20.3% | +14.2% | +1.3% |
| YTD | -5.6% | -21.3% | +15.7% | +1.8% |
| 1Y | +38.0% | -45.4% | +83.4% | +77.7% |
| 3Y | +962.4% | -48.9% | +1,011.3% | +1,209.7% |
| 5Y | +336.5% | -61.0% | +397.5% | +465.3% |
| All | +576.0% | -44.0% | +620.0% | +718.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling