+559.5%
RKLB vs AXP
+193.9%
+365.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +1.6% |
| 7D | -0.2% | -2.1% | +1.9% | +1.5% |
| 30D | -14.1% | -6.5% | -7.6% | -9.5% |
| 3M | -46.4% | +4.6% | -51.1% | -48.7% |
| 6M | -10.6% | +5.4% | -16.1% | -14.3% |
| YTD | -7.9% | -11.1% | +3.2% | +0.4% |
| 1Y | +49.5% | -0.3% | +49.8% | +48.6% |
| 3Y | +913.6% | +111.6% | +802.0% | +508.0% |
| 5Y | +375.3% | +117.6% | +257.7% | +194.1% |
| All | +559.5% | +193.9% | +365.6% | +285.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling