+578.9%
RKLB vs FDX
+54.3%
+524.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.0% | +4.5% | +5.0% |
| 7D | +26.3% | -2.1% | +28.4% | +27.7% |
| 30D | +0.7% | +10.4% | -9.7% | -4.1% |
| 3M | -17.3% | +0.5% | -17.8% | -18.0% |
| 6M | -43.6% | +6.5% | -50.1% | -45.9% |
| YTD | -5.2% | +40.2% | -45.4% | -20.1% |
| 1Y | +29.1% | +52.1% | -23.0% | +5.2% |
| 3Y | +1,413.7% | +72.8% | +1,340.9% | +1,021.6% |
| 5Y | +364.9% | +76.3% | +288.6% | +226.9% |
| All | +578.9% | +54.3% | +524.5% | +347.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FDX.
Daily Out/Under-Performance
Portfolio return minus FDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDX 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 FDX 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