+204.4%
RKLB vs TFC
+14.8%
+189.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.5% | -3.7% |
| 7D | 0.0% | -1.3% | +1.3% | +0.8% |
| 30D | -21.2% | -2.3% | -18.9% | -20.0% |
| 3M | -41.7% | +2.5% | -44.2% | -43.7% |
| 6M | -11.8% | +9.5% | -21.2% | -18.6% |
| YTD | -9.6% | +5.1% | -14.6% | -14.4% |
| 1Y | +34.1% | +15.5% | +18.6% | +18.5% |
| 3Y | +917.3% | +95.2% | +822.1% | +552.7% |
| 5Y | +204.4% | +14.5% | +189.9% | +189.8% |
| All | +204.4% | +14.8% | +189.6% | +189.8% |
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