+547.3%
RKLB vs FDX
+47.3%
+499.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.6% | -2.7% | -3.5% |
| 7D | 0.0% | -2.3% | +2.3% | +1.0% |
| 30D | -21.2% | -4.9% | -16.3% | -19.5% |
| 3M | -41.7% | -6.5% | -35.3% | -40.2% |
| 6M | -11.8% | +6.7% | -18.4% | -15.0% |
| YTD | -9.6% | +33.9% | -43.5% | -21.8% |
| 1Y | +34.1% | +72.2% | -38.1% | +3.5% |
| 3Y | +917.3% | +60.2% | +857.0% | +684.3% |
| 5Y | +204.4% | +62.9% | +141.5% | +121.6% |
| All | +547.3% | +47.3% | +499.9% | +337.4% |
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