+535.9%
RKLB vs FWONK
+131.3%
+404.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.4% | -0.4% | -0.9% |
| 7D | -2.9% | -1.5% | -1.4% | -2.1% |
| 30D | -22.6% | -6.8% | -15.8% | -19.5% |
| 3M | -41.0% | +7.7% | -48.7% | -44.1% |
| 6M | -10.1% | +11.0% | -21.1% | -16.6% |
| YTD | -11.2% | -3.1% | -8.1% | -11.2% |
| 1Y | +34.2% | -3.5% | +37.7% | +33.0% |
| 3Y | +899.4% | +44.6% | +854.7% | +660.4% |
| 5Y | +231.5% | +98.3% | +133.3% | +111.1% |
| All | +535.9% | +131.3% | +404.6% | +286.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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