+557.5%
RKLB vs FDX
+52.8%
+504.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.1% | -2.7% |
| 7D | +39.3% | +0.8% | +38.5% | +38.7% |
| 30D | -0.2% | +9.9% | -10.1% | -4.7% |
| 3M | -21.1% | -1.9% | -19.2% | -20.8% |
| 6M | -45.5% | +6.1% | -51.6% | -47.6% |
| YTD | -8.2% | +38.8% | -47.0% | -22.2% |
| 1Y | +28.2% | +50.0% | -21.8% | +5.2% |
| 3Y | +1,366.1% | +71.0% | +1,295.1% | +991.7% |
| 5Y | +345.9% | +72.5% | +273.4% | +215.9% |
| All | +557.5% | +52.8% | +504.8% | +335.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling