+559.5%
RKLB vs TFC
+39.9%
+519.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.6% | +0.7% |
| 7D | -0.2% | +2.4% | -2.6% | -1.8% |
| 30D | -14.1% | -1.3% | -12.8% | -13.4% |
| 3M | -46.4% | +6.1% | -52.5% | -49.3% |
| 6M | -10.6% | +7.3% | -18.0% | -15.9% |
| YTD | -7.9% | +8.2% | -16.1% | -14.0% |
| 1Y | +49.5% | +14.4% | +35.0% | +34.3% |
| 3Y | +913.6% | +93.7% | +819.8% | +576.1% |
| 5Y | +375.3% | +16.4% | +358.9% | +309.3% |
| All | +559.5% | +39.9% | +519.5% | +463.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling