+1,321.0%
RKLB vs TFC
+97.5%
+1,223.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.2% | -5.2% | -5.0% |
| 7D | +15.9% | +2.3% | +13.7% | +13.9% |
| 30D | +4.0% | +10.8% | -6.8% | -5.1% |
| 3M | -23.2% | -3.8% | -19.4% | -21.1% |
| 6M | -50.4% | +9.6% | -60.0% | -55.5% |
| YTD | -11.8% | +5.8% | -17.6% | -19.2% |
| 1Y | +36.0% | +16.2% | +19.8% | +14.2% |
| 3Y | +1,321.0% | +96.0% | +1,225.0% | +685.5% |
| All | +1,321.0% | +97.5% | +1,223.5% | +685.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling