+255.2%
RKLB vs AXON
+71.5%
+183.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -18.2% | +33.6% | +23.3% |
| 7D | -3.0% | -26.8% | +23.8% | +9.4% |
| 30D | -26.2% | -22.9% | -3.3% | -18.8% |
| 3M | -29.9% | -40.1% | +10.2% | -14.9% |
| 6M | -37.3% | -18.9% | -18.4% | -38.4% |
| YTD | -23.9% | -44.9% | +21.0% | -9.5% |
| 1Y | +7.0% | -46.7% | +53.7% | +31.0% |
| 3Y | +1,120.0% | +44.3% | +1,075.7% | +719.2% |
| All | +255.2% | +71.5% | +183.7% | +92.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling