+231.5%
RKLB vs FITB
+68.4%
+163.1%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.4% | -2.2% | -2.1% |
| 7D | -2.9% | -1.0% | -1.9% | -2.2% |
| 30D | -22.6% | -5.5% | -17.1% | -19.5% |
| 3M | -41.0% | +4.1% | -45.1% | -43.5% |
| 6M | -10.1% | +18.7% | -28.8% | -21.4% |
| YTD | -11.2% | +18.2% | -29.3% | -22.9% |
| 1Y | +34.2% | +23.7% | +10.5% | +13.0% |
| 3Y | +899.4% | +130.8% | +768.6% | +468.3% |
| 5Y | +231.5% | +69.8% | +161.7% | +155.4% |
| All | +231.5% | +68.4% | +163.1% | +155.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling