+535.9%
RKLB vs FDS
-12.7%
+548.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -5.8% | +4.1% | +0.2% |
| 7D | -2.9% | -16.0% | +13.1% | +2.7% |
| 30D | -22.6% | -6.7% | -15.8% | -21.2% |
| 3M | -41.0% | +6.0% | -47.0% | -43.9% |
| 6M | -10.1% | +25.1% | -35.2% | -23.7% |
| YTD | -11.2% | -8.1% | -3.0% | -10.8% |
| 1Y | +34.2% | -26.0% | +60.2% | +53.6% |
| 3Y | +899.4% | -36.4% | +935.8% | +1,149.3% |
| 5Y | +231.5% | -27.7% | +259.3% | +291.3% |
| All | +535.9% | -12.7% | +548.6% | +555.9% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling