-43.6%
RKLB vs FIS
-28.4%
-15.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +6.7% | -1.2% | +7.5% |
| 7D | +26.3% | +1.5% | +24.8% | +26.7% |
| 30D | +0.7% | -11.8% | +12.5% | +2.6% |
| 3M | -17.3% | -28.5% | +11.2% | -26.8% |
| 6M | -43.6% | -27.0% | -16.6% | -48.2% |
| All | -43.6% | -28.4% | -15.3% | -48.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling