+578.9%
RKLB vs TFC
+36.2%
+542.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TFC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | 0.0% | +5.5% | +5.5% |
| 7D | +26.3% | -1.2% | +27.5% | +27.5% |
| 30D | +0.7% | +7.8% | -7.1% | -4.5% |
| 3M | -17.3% | -3.0% | -14.4% | -16.1% |
| 6M | -43.6% | +5.8% | -49.4% | -46.7% |
| YTD | -5.2% | +5.3% | -10.5% | -10.3% |
| 1Y | +29.1% | +15.7% | +13.4% | +15.0% |
| 3Y | +1,413.7% | +94.8% | +1,318.9% | +906.9% |
| 5Y | +364.9% | 0.0% | +364.8% | +316.3% |
| All | +578.9% | +36.2% | +542.7% | +488.1% |
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