+547.3%
RKLB vs ODFL
+84.8%
+462.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ODFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.7% | -1.6% | -2.9% |
| 7D | 0.0% | -3.0% | +3.0% | +1.5% |
| 30D | -21.2% | -14.3% | -6.9% | -15.1% |
| 3M | -41.7% | -26.7% | -15.0% | -32.9% |
| 6M | -11.8% | -7.5% | -4.3% | -9.8% |
| YTD | -9.6% | +16.5% | -26.1% | -19.5% |
| 1Y | +34.1% | +23.5% | +10.6% | +15.4% |
| 3Y | +917.3% | -12.1% | +929.3% | +902.3% |
| 5Y | +204.4% | +28.9% | +175.5% | +137.2% |
| All | +547.3% | +84.8% | +462.4% | +349.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling