+204.4%
RKLB vs FDS
-23.5%
+227.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.4% | -0.8% | -3.1% |
| 7D | 0.0% | -8.8% | +8.7% | +2.9% |
| 30D | -21.2% | -1.4% | -19.8% | -21.2% |
| 3M | -41.7% | +13.9% | -55.6% | -46.0% |
| 6M | -11.8% | +27.4% | -39.2% | -25.0% |
| YTD | -9.6% | -2.5% | -7.1% | -10.4% |
| 1Y | +34.1% | -23.8% | +57.9% | +57.2% |
| 3Y | +917.3% | -32.5% | +949.7% | +1,168.7% |
| 5Y | +204.4% | -23.2% | +227.6% | +200.9% |
| All | +204.4% | -23.5% | +227.9% | +200.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling