+29.1%
RKLB vs AXP
-11.2%
+40.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.1% | +5.6% | +5.6% |
| 7D | +26.3% | -2.9% | +29.2% | +29.3% |
| 30D | +0.7% | +3.7% | -3.0% | -2.6% |
| 3M | -17.3% | -4.9% | -12.4% | -13.9% |
| 6M | -43.6% | +4.1% | -47.7% | -46.6% |
| YTD | -5.2% | -11.7% | +6.5% | +5.0% |
| 1Y | +29.1% | -11.7% | +40.8% | +45.6% |
| All | +29.1% | -11.2% | +40.3% | +45.6% |
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 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