+547.3%
RKLB vs FISV
-57.3%
+604.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.3% | +0.1% | -3.2% |
| 7D | 0.0% | -6.4% | +6.4% | +1.5% |
| 30D | -21.2% | -6.8% | -14.4% | -20.0% |
| 3M | -41.7% | -10.0% | -31.8% | -41.0% |
| 6M | -11.8% | -20.6% | +8.9% | -7.5% |
| YTD | -9.6% | -27.6% | +18.0% | -3.0% |
| 1Y | +34.1% | -64.3% | +98.4% | +70.7% |
| 3Y | +917.3% | -60.0% | +977.2% | +980.2% |
| 5Y | +204.4% | -57.7% | +262.1% | +193.0% |
| All | +547.3% | -57.3% | +604.5% | +511.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling