+444.6%
RKLB vs AXP
+190.2%
+254.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -1.2% | +16.6% | +16.4% |
| 7D | -3.0% | +0.6% | -3.6% | -3.7% |
| 30D | -26.2% | +5.8% | -32.0% | -29.9% |
| 3M | -29.9% | -6.0% | -23.8% | -26.9% |
| 6M | -37.3% | +0.3% | -37.6% | -38.2% |
| YTD | -23.9% | -12.3% | -11.7% | -16.8% |
| 1Y | +7.0% | -11.2% | +18.2% | +16.7% |
| 3Y | +1,120.0% | +117.0% | +1,003.0% | +616.0% |
| 5Y | +242.2% | +93.2% | +149.0% | +112.5% |
| All | +444.6% | +190.2% | +254.5% | +219.2% |
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