+557.5%
RKLB vs FITB
+152.4%
+405.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -2.6% |
| 7D | +39.3% | +0.8% | +38.5% | +38.7% |
| 30D | -0.2% | +7.3% | -7.6% | -4.6% |
| 3M | -21.1% | -6.3% | -14.8% | -17.7% |
| 6M | -45.5% | +12.6% | -58.1% | -50.0% |
| YTD | -8.2% | +18.0% | -26.1% | -19.0% |
| 1Y | +28.2% | +28.9% | -0.7% | +7.3% |
| 3Y | +1,366.1% | +139.4% | +1,226.7% | +774.8% |
| 5Y | +345.9% | +47.2% | +298.6% | +230.5% |
| All | +557.5% | +152.4% | +405.1% | +350.4% |
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