+559.5%
RKLB vs FTI
+1,070.5%
-511.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.8% |
| 7D | -0.2% | +5.3% | -5.5% | -1.6% |
| 30D | -14.1% | +15.3% | -29.4% | -17.5% |
| 3M | -46.4% | +15.8% | -62.2% | -48.8% |
| 6M | -10.6% | +22.6% | -33.2% | -16.3% |
| YTD | -7.9% | +79.5% | -87.4% | -22.5% |
| 1Y | +49.5% | +102.0% | -52.5% | +21.3% |
| 3Y | +913.6% | +315.8% | +597.7% | +574.6% |
| 5Y | +375.3% | +1,129.5% | -754.2% | +159.2% |
| All | +559.5% | +1,070.5% | -511.0% | +265.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling