+962.4%
RKLB vs FDS
-30.4%
+992.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -4.3% | +6.8% | +2.7% |
| 7D | +5.3% | -5.4% | +10.7% | +5.6% |
| 30D | -20.5% | +1.6% | -22.1% | -20.6% |
| 3M | -42.0% | +17.7% | -59.8% | -43.3% |
| 6M | -6.0% | +29.1% | -35.1% | -10.8% |
| YTD | -5.6% | +1.0% | -6.5% | -2.3% |
| 1Y | +38.0% | -21.6% | +59.6% | +62.0% |
| 3Y | +962.4% | -30.1% | +992.5% | +1,069.2% |
| All | +962.4% | -30.4% | +992.9% | +1,069.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling