+364.9%
RKLB vs TFC
-0.5%
+365.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | 0.0% | +5.5% | +5.5% |
| 7D | +26.3% | -1.2% | +27.5% | +27.6% |
| 30D | +0.7% | +7.8% | -7.1% | -5.0% |
| 3M | -17.3% | -3.0% | -14.4% | -16.0% |
| 6M | -43.6% | +5.8% | -49.4% | -47.1% |
| YTD | -5.2% | +5.3% | -10.5% | -11.0% |
| 1Y | +29.1% | +15.7% | +13.4% | +13.2% |
| 3Y | +1,413.7% | +94.8% | +1,318.9% | +845.9% |
| 5Y | +364.9% | 0.0% | +364.8% | +338.6% |
| All | +364.9% | -0.5% | +365.3% | +338.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling