+576.0%
RKLB vs FDX
+49.7%
+526.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.6% | +5.1% | +3.8% |
| 7D | +5.3% | -3.3% | +8.6% | +6.9% |
| 30D | -20.5% | -1.4% | -19.1% | -20.2% |
| 3M | -42.0% | -4.5% | -37.5% | -41.1% |
| 6M | -6.0% | +9.4% | -15.5% | -10.6% |
| YTD | -5.6% | +36.0% | -41.6% | -19.0% |
| 1Y | +38.0% | +75.5% | -37.5% | +5.6% |
| 3Y | +962.4% | +62.8% | +899.6% | +712.7% |
| 5Y | +336.5% | +64.4% | +272.1% | +215.7% |
| All | +576.0% | +49.7% | +526.3% | +353.3% |
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