-7.4%
RKLB vs AXP
-6.4%
-1.0%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.2% | -6.0% | -5.4% |
| 7D | -10.6% | +4.6% | -15.2% | -13.8% |
| 30D | -28.3% | +9.7% | -38.0% | -33.8% |
| 3M | -29.7% | -3.8% | -25.9% | -27.4% |
| 6M | -34.8% | +4.8% | -39.6% | -38.5% |
| YTD | -24.9% | -9.1% | -15.8% | -19.2% |
| 1Y | -7.4% | -6.7% | -0.7% | -3.1% |
| All | -7.4% | -6.4% | -1.0% | -3.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 1y: compounded portfolio wealth divided by compounded AXP 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…
1y analysis · Full analysis span regression · 6 months rolling