+578.9%
RKLB vs AXON
+147.3%
+431.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +4.3% | +1.2% | +3.7% |
| 7D | +26.3% | -25.6% | +52.0% | +40.5% |
| 30D | +0.7% | -23.9% | +24.6% | +10.8% |
| 3M | -17.3% | -50.4% | +33.1% | +8.2% |
| 6M | -43.6% | -20.0% | -23.6% | -42.8% |
| YTD | -5.2% | -44.5% | +39.3% | +11.4% |
| 1Y | +29.1% | -44.9% | +74.0% | +53.8% |
| 3Y | +1,413.7% | +44.7% | +1,369.0% | +1,005.4% |
| 5Y | +364.9% | +86.7% | +278.2% | +158.0% |
| All | +578.9% | +147.3% | +431.6% | +283.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling