+1,321.0%
RKLB vs FIS
-38.7%
+1,359.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +4.2% | -8.1% | -4.0% |
| 7D | +15.9% | +2.8% | +13.1% | +15.9% |
| 30D | +4.0% | -16.7% | +20.7% | +4.4% |
| 3M | -23.2% | -32.3% | +9.1% | -22.1% |
| 6M | -50.4% | -29.1% | -21.4% | -50.1% |
| YTD | -11.8% | -54.1% | +42.3% | +3.3% |
| 1Y | +36.0% | -53.7% | +89.7% | +58.6% |
| 3Y | +1,321.0% | -38.8% | +1,359.9% | +1,068.6% |
| All | +1,321.0% | -38.7% | +1,359.7% | +1,068.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling