+559.5%
RKLB vs FTV
+7.0%
+552.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +1.5% |
| 7D | -0.2% | -4.5% | +4.3% | +3.8% |
| 30D | -14.1% | -7.1% | -7.1% | -8.6% |
| 3M | -46.4% | -7.2% | -39.3% | -44.0% |
| 6M | -10.6% | -1.5% | -9.1% | -11.8% |
| YTD | -7.9% | +3.5% | -11.4% | -15.4% |
| 1Y | +49.5% | +20.3% | +29.1% | +16.8% |
| 3Y | +913.6% | -3.1% | +916.7% | +887.4% |
| 5Y | +375.3% | +2.3% | +372.9% | +311.0% |
| All | +559.5% | +7.0% | +552.5% | +426.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling