-7.4%
RKLB vs FDS
+31.1%
-38.6%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.9% | -6.7% | -3.0% |
| 7D | -10.6% | +9.4% | -20.1% | -8.4% |
| 30D | -28.3% | +23.8% | -52.1% | -24.3% |
| 3M | -29.7% | +25.1% | -54.8% | -25.4% |
| 6M | -34.8% | +53.8% | -88.6% | -29.1% |
| YTD | -24.9% | +19.6% | -44.5% | -17.5% |
| 1Y | -7.4% | +31.6% | -39.1% | -3.5% |
| All | -7.4% | +31.1% | -38.6% | -3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 1y: compounded portfolio wealth divided by compounded FDS 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…
1y analysis · Full analysis span regression · 6 months rolling