+531.5%
RKLB vs AXP
+189.8%
+341.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.8% | -4.8% | -4.6% |
| 7D | +15.9% | -0.1% | +16.1% | +16.1% |
| 30D | +4.0% | +4.4% | -0.5% | 0.0% |
| 3M | -23.2% | -6.4% | -16.8% | -19.6% |
| 6M | -50.4% | +4.2% | -54.6% | -52.5% |
| YTD | -11.8% | -12.4% | +0.6% | -3.4% |
| 1Y | +36.0% | -11.1% | +47.1% | +48.0% |
| 3Y | +1,321.0% | +114.9% | +1,206.1% | +740.0% |
| 5Y | +328.2% | +87.4% | +240.8% | +166.0% |
| All | +531.5% | +189.8% | +341.7% | +270.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling