+330.6%
RKLB vs FTV
+17.3%
+313.2%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.1% | -4.1% | -4.1% |
| 7D | +15.9% | +3.9% | +12.0% | +12.3% |
| 30D | +4.0% | +18.7% | -14.7% | -10.8% |
| 3M | -23.2% | +10.0% | -33.2% | -29.5% |
| 6M | -50.4% | +14.6% | -65.0% | -57.1% |
| YTD | -11.8% | +23.4% | -35.2% | -31.3% |
| 1Y | +36.0% | +31.3% | +4.7% | -0.9% |
| 3Y | +1,321.0% | +39.8% | +1,281.2% | +845.4% |
| All | +330.6% | +17.3% | +313.2% | +192.9% |
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 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