+546.0%
RKLB vs TFC
+36.6%
+509.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.5% |
| 7D | -2.0% | -2.4% | +0.4% | -0.5% |
| 30D | -22.4% | -3.4% | -19.1% | -20.8% |
| 3M | -45.2% | +0.4% | -45.6% | -46.2% |
| 6M | -12.5% | +12.7% | -25.2% | -20.2% |
| YTD | -9.8% | +5.6% | -15.3% | -14.4% |
| 1Y | +30.0% | +16.0% | +14.0% | +15.7% |
| 3Y | +942.2% | +94.0% | +848.2% | +597.3% |
| 5Y | +236.8% | +16.2% | +220.7% | +192.7% |
| All | +546.0% | +36.6% | +509.5% | +461.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TFC.
Daily Out/Under-Performance
Portfolio return minus TFC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TFC 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 10y: compounded portfolio wealth divided by compounded TFC 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…
10y analysis · Full analysis span regression · 6 months rolling