+557.5%
RKLB vs FDS
+10.2%
+547.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -2.9% |
| 7D | +39.3% | -2.6% | +41.9% | +40.1% |
| 30D | -0.2% | +14.1% | -14.3% | -4.8% |
| 3M | -21.1% | +19.8% | -40.8% | -26.6% |
| 6M | -45.5% | +55.0% | -100.5% | -56.6% |
| YTD | -8.2% | +15.9% | -24.0% | -15.2% |
| 1Y | +28.2% | +24.2% | +4.0% | +11.7% |
| 3Y | +1,366.1% | -24.0% | +1,390.2% | +1,659.8% |
| 5Y | +345.9% | -23.3% | +369.2% | +421.0% |
| All | +557.5% | +10.2% | +547.4% | +523.7% |
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