+204.4%
RKLB vs FTV
+1.8%
+202.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.2% | -3.0% | -3.1% |
| 7D | 0.0% | -1.3% | +1.2% | +1.1% |
| 30D | -21.2% | -9.5% | -11.7% | -13.9% |
| 3M | -41.7% | -10.9% | -30.8% | -36.4% |
| 6M | -11.8% | -0.6% | -11.1% | -13.8% |
| YTD | -9.6% | +1.4% | -11.0% | -16.1% |
| 1Y | +34.1% | +17.6% | +16.5% | +4.8% |
| 3Y | +917.3% | -3.3% | +920.5% | +884.2% |
| 5Y | +204.4% | -0.1% | +204.5% | +151.7% |
| All | +204.4% | +1.8% | +202.6% | +151.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling