+34.2%
RKLB vs FTI
+89.8%
-55.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.9% | +1.1% | -1.2% |
| 7D | -2.9% | -5.6% | +2.7% | -1.7% |
| 30D | -22.6% | +0.4% | -23.0% | -22.5% |
| 3M | -41.0% | +8.1% | -49.1% | -42.0% |
| 6M | -10.1% | +16.7% | -26.8% | -16.3% |
| YTD | -11.2% | +70.0% | -81.2% | -25.9% |
| 1Y | +34.2% | +85.4% | -51.2% | +6.5% |
| All | +34.2% | +89.8% | -55.6% | +6.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling