+557.5%
RKLB vs FIS
-77.6%
+635.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -6.1% | +3.0% | -1.8% |
| 7D | +39.3% | -3.5% | +42.8% | +40.3% |
| 30D | -0.2% | -19.4% | +19.2% | +3.1% |
| 3M | -21.1% | -31.6% | +10.5% | -15.3% |
| 6M | -45.5% | -32.5% | -13.0% | -42.1% |
| YTD | -8.2% | -56.0% | +47.8% | +12.5% |
| 1Y | +28.2% | -55.5% | +83.8% | +56.5% |
| 3Y | +1,366.1% | -41.3% | +1,407.4% | +1,494.8% |
| 5Y | +345.9% | -72.3% | +418.1% | +487.3% |
| All | +557.5% | -77.6% | +635.1% | +758.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling