+578.9%
RKLB vs AXP
+192.1%
+386.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.1% | +5.6% | +5.6% |
| 7D | +26.3% | -2.9% | +29.2% | +29.4% |
| 30D | +0.7% | +3.7% | -3.0% | -2.6% |
| 3M | -17.3% | -4.9% | -12.4% | -14.5% |
| 6M | -43.6% | +4.1% | -47.7% | -45.9% |
| YTD | -5.2% | -11.7% | +6.5% | +3.2% |
| 1Y | +29.1% | -11.7% | +40.8% | +41.5% |
| 3Y | +1,413.7% | +116.5% | +1,297.2% | +789.5% |
| 5Y | +364.9% | +89.5% | +275.4% | +187.1% |
| All | +578.9% | +192.1% | +386.8% | +296.1% |
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 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