+531.5%
RKLB vs FITB
+155.2%
+376.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.1% | -5.1% | -4.7% |
| 7D | +15.9% | +2.8% | +13.2% | +14.1% |
| 30D | +4.0% | +9.8% | -5.8% | -2.1% |
| 3M | -23.2% | -5.2% | -18.0% | -20.6% |
| 6M | -50.4% | +17.3% | -67.8% | -55.7% |
| YTD | -11.8% | +19.3% | -31.1% | -22.8% |
| 1Y | +36.0% | +32.7% | +3.3% | +11.6% |
| 3Y | +1,321.0% | +141.6% | +1,179.4% | +742.6% |
| 5Y | +328.2% | +48.9% | +279.3% | +215.1% |
| All | +531.5% | +155.2% | +376.2% | +329.4% |
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 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