+535.9%
RKLB vs FTI
+1,008.0%
-472.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.9% | +1.1% | -1.0% |
| 7D | -2.9% | -5.6% | +2.7% | -1.4% |
| 30D | -22.6% | +0.4% | -23.0% | -22.6% |
| 3M | -41.0% | +8.1% | -49.1% | -42.6% |
| 6M | -10.1% | +16.7% | -26.8% | -14.7% |
| YTD | -11.2% | +70.0% | -81.2% | -24.1% |
| 1Y | +34.2% | +85.4% | -51.2% | +11.5% |
| 3Y | +899.4% | +265.9% | +633.4% | +586.0% |
| 5Y | +231.5% | +1,072.7% | -841.2% | +83.4% |
| All | +535.9% | +1,008.0% | -472.2% | +257.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 FTI 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