+308.8%
RKLB vs AXTI
+614.9%
-306.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | -2.0% | +5.1% | -7.1% | -3.0% |
| 30D | -22.4% | -17.5% | -5.0% | -20.3% |
| 3M | -45.2% | -26.7% | -18.5% | -44.4% |
| 6M | -12.5% | +36.8% | -49.3% | -24.8% |
| YTD | -9.8% | +296.1% | -305.9% | -41.2% |
| 1Y | +30.0% | +1,810.6% | -1,780.6% | -41.1% |
| 3Y | +942.2% | +2,587.6% | -1,645.3% | +255.1% |
| All | +308.8% | +614.9% | -306.1% | +99.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AXTI.
Daily Out/Under-Performance
Portfolio return minus AXTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXTI 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 AXTI 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