+559.5%
RKLB vs FITB
+154.8%
+404.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.8% |
| 7D | -0.2% | +0.6% | -0.8% | -0.6% |
| 30D | -14.1% | -4.7% | -9.4% | -11.4% |
| 3M | -46.4% | +6.7% | -53.1% | -49.3% |
| 6M | -10.6% | +12.6% | -23.2% | -18.1% |
| YTD | -7.9% | +19.1% | -27.0% | -19.3% |
| 1Y | +49.5% | +22.6% | +26.8% | +28.7% |
| 3Y | +913.6% | +127.1% | +786.4% | +518.8% |
| 5Y | +375.3% | +71.8% | +303.5% | +240.3% |
| All | +559.5% | +154.8% | +404.6% | +349.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling