+559.5%
RKLB vs FDS
+0.3%
+559.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.5% | +4.2% | +1.9% |
| 7D | -0.2% | -1.9% | +1.7% | +0.4% |
| 30D | -14.1% | +9.0% | -23.1% | -16.8% |
| 3M | -46.4% | +18.9% | -65.3% | -50.8% |
| 6M | -10.6% | +35.1% | -45.8% | -24.9% |
| YTD | -7.9% | +5.5% | -13.4% | -11.5% |
| 1Y | +49.5% | -16.8% | +66.3% | +66.4% |
| 3Y | +913.6% | -28.1% | +941.6% | +1,127.5% |
| 5Y | +375.3% | -17.4% | +392.7% | +437.3% |
| All | +559.5% | +0.3% | +559.2% | +550.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling