+231.5%
RKLB vs ODFL
+26.9%
+204.6%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.8% | -1.0% | -1.4% |
| 7D | -2.9% | -2.8% | -0.1% | -1.4% |
| 30D | -22.6% | -13.7% | -8.9% | -16.5% |
| 3M | -41.0% | -23.4% | -17.7% | -33.1% |
| 6M | -10.1% | -7.2% | -3.0% | -8.2% |
| YTD | -11.2% | +15.6% | -26.8% | -21.4% |
| 1Y | +34.2% | +24.2% | +10.0% | +13.6% |
| 3Y | +899.4% | -12.8% | +912.1% | +884.5% |
| 5Y | +231.5% | +27.1% | +204.4% | +160.1% |
| All | +231.5% | +26.9% | +204.6% | +160.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ODFL.
Daily Out/Under-Performance
Portfolio return minus ODFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ODFL 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 5y: compounded portfolio wealth divided by compounded ODFL 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…
5y analysis · Full analysis span regression · 6 months rolling