+231.5%
RKLB vs FISV
-57.7%
+289.2%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.6% | -2.3% | -1.9% |
| 7D | -2.9% | -7.2% | +4.3% | -1.1% |
| 30D | -22.6% | -7.2% | -15.4% | -21.3% |
| 3M | -41.0% | -8.2% | -32.9% | -40.7% |
| 6M | -10.1% | -17.7% | +7.6% | -6.7% |
| YTD | -11.2% | -27.2% | +16.0% | -4.6% |
| 1Y | +34.2% | -63.0% | +97.2% | +69.4% |
| 3Y | +899.4% | -59.8% | +959.1% | +918.8% |
| 5Y | +231.5% | -55.8% | +287.3% | +191.1% |
| All | +231.5% | -57.7% | +289.2% | +191.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling