+504.1%
RKLB vs AXON
+137.7%
+366.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | -3.1% | +14.0% | +12.2% |
| 7D | +13.0% | -28.7% | +41.8% | +27.8% |
| 30D | -13.7% | -28.3% | +14.6% | -2.7% |
| 3M | -28.9% | -46.9% | +18.0% | -10.2% |
| 6M | -44.2% | -24.9% | -19.3% | -41.9% |
| YTD | -15.6% | -46.6% | +31.0% | +0.7% |
| 1Y | +14.0% | -49.7% | +63.7% | +41.4% |
| 3Y | +1,275.2% | +40.6% | +1,234.7% | +915.2% |
| 5Y | +296.6% | +71.9% | +224.8% | +125.9% |
| All | +504.1% | +137.7% | +366.4% | +246.6% |
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