+336.5%
RKLB vs FIS
-64.6%
+401.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -5.9% | +8.4% | +4.1% |
| 7D | +5.3% | -3.5% | +8.8% | +6.2% |
| 30D | -20.5% | -7.8% | -12.6% | -19.0% |
| 3M | -42.0% | +0.8% | -42.9% | -43.2% |
| 6M | -6.0% | -21.9% | +15.9% | -0.7% |
| YTD | -5.6% | -39.5% | +33.9% | +10.4% |
| 1Y | +38.0% | -41.0% | +79.0% | +62.5% |
| 3Y | +962.4% | -23.6% | +986.0% | +1,008.2% |
| 5Y | +336.5% | -65.6% | +402.1% | +348.7% |
| All | +336.5% | -64.6% | +401.1% | +348.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling