-7.4%
RKLB vs FTV
+37.8%
-45.2%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.3% | -6.1% | -4.2% |
| 7D | -10.6% | +6.6% | -17.2% | -11.8% |
| 30D | -28.3% | +19.1% | -47.4% | -30.7% |
| 3M | -29.7% | +13.1% | -42.8% | -31.6% |
| 6M | -34.8% | +14.0% | -48.8% | -36.6% |
| YTD | -24.9% | +24.2% | -49.1% | -27.4% |
| 1Y | -7.4% | +36.4% | -43.8% | -12.9% |
| All | -7.4% | +37.8% | -45.2% | -12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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