+559.5%
RKLB vs FIS
-67.3%
+626.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +0.9% |
| 7D | -0.2% | +1.1% | -1.3% | -0.5% |
| 30D | -14.1% | -2.2% | -11.9% | -13.8% |
| 3M | -46.4% | +2.1% | -48.6% | -47.5% |
| 6M | -10.6% | -14.7% | +4.0% | -8.2% |
| YTD | -7.9% | -35.7% | +27.8% | +5.0% |
| 1Y | +49.5% | -37.1% | +86.5% | +71.3% |
| 3Y | +913.6% | -20.0% | +933.6% | +949.5% |
| 5Y | +375.3% | -62.1% | +437.4% | +479.9% |
| All | +559.5% | -67.3% | +626.8% | +701.0% |
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