+34.2%
RKLB vs FIS
-41.7%
+75.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.2% | -2.9% | -1.2% |
| 7D | -2.9% | -8.9% | +6.0% | -7.1% |
| 30D | -22.6% | -9.9% | -12.6% | -26.2% |
| 3M | -41.0% | 0.0% | -41.0% | -40.7% |
| 6M | -10.1% | -22.9% | +12.8% | -13.7% |
| YTD | -11.2% | -40.9% | +29.7% | -13.0% |
| 1Y | +34.2% | -40.4% | +74.6% | +34.9% |
| All | +34.2% | -41.7% | +75.9% | +34.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 1y: compounded portfolio wealth divided by compounded FIS 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…
1y analysis · Full analysis span regression · 6 months rolling