+546.0%
RKLB vs FITB
+154.1%
+391.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.3% |
| 7D | -2.0% | -0.3% | -1.8% | -1.9% |
| 30D | -22.4% | -5.7% | -16.8% | -19.5% |
| 3M | -45.2% | +3.2% | -48.3% | -46.9% |
| 6M | -12.5% | +23.4% | -35.9% | -24.3% |
| YTD | -9.8% | +18.8% | -28.6% | -20.8% |
| 1Y | +30.0% | +25.0% | +5.0% | +10.6% |
| 3Y | +942.2% | +131.2% | +811.0% | +530.7% |
| 5Y | +236.8% | +70.7% | +166.1% | +141.6% |
| All | +546.0% | +154.1% | +391.9% | +340.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 FITB 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