+345.9%
RKLB vs AXP
+87.1%
+258.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.6% | -1.6% | -1.7% |
| 7D | +39.3% | -2.1% | +41.4% | +42.0% |
| 30D | -0.2% | +2.7% | -2.9% | -3.1% |
| 3M | -21.1% | -7.3% | -13.8% | -16.1% |
| 6M | -45.5% | +1.8% | -47.3% | -47.1% |
| YTD | -8.2% | -13.1% | +4.9% | +2.6% |
| 1Y | +28.2% | -13.7% | +41.9% | +45.3% |
| 3Y | +1,366.1% | +113.1% | +1,253.0% | +645.4% |
| 5Y | +345.9% | +85.9% | +259.9% | +146.0% |
| All | +345.9% | +87.1% | +258.7% | +146.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling