+546.0%
RKLB vs FISV
-54.7%
+600.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +5.4% | -3.8% | +0.3% |
| 7D | -2.0% | -2.7% | +0.6% | -1.5% |
| 30D | -22.4% | 0.0% | -22.5% | -22.7% |
| 3M | -45.2% | -2.8% | -42.4% | -45.6% |
| 6M | -12.5% | -11.8% | -0.7% | -10.9% |
| YTD | -9.8% | -23.2% | +13.4% | -4.6% |
| 1Y | +30.0% | -62.0% | +92.0% | +62.6% |
| 3Y | +942.2% | -57.6% | +999.8% | +991.4% |
| 5Y | +236.8% | -53.4% | +290.2% | +217.8% |
| All | +546.0% | -54.7% | +600.7% | +501.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 10y: compounded portfolio wealth divided by compounded FISV 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…
10y analysis · Full analysis span regression · 6 months rolling