+576.0%
RKLB vs AXON
+296.3%
+279.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.0% | +4.5% | +3.4% |
| 7D | +5.3% | -2.5% | +7.8% | +6.3% |
| 30D | -20.5% | -11.5% | -9.0% | -17.0% |
| 3M | -42.0% | +7.3% | -49.3% | -45.8% |
| 6M | -6.0% | -11.9% | +5.9% | -5.9% |
| YTD | -5.6% | -11.0% | +5.4% | -7.0% |
| 1Y | +38.0% | -31.8% | +69.8% | +55.8% |
| 3Y | +962.4% | +135.4% | +827.0% | +544.9% |
| 5Y | +336.5% | +176.9% | +159.7% | +106.8% |
| All | +576.0% | +296.3% | +279.7% | +220.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AXON.
Daily Out/Under-Performance
Portfolio return minus AXON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXON 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 AXON 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