+576.0%
RKLB vs AXTI
+595.6%
-19.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +12.8% | -10.3% | +0.1% |
| 7D | +5.3% | +24.0% | -18.6% | +1.0% |
| 30D | -20.5% | -21.5% | +1.0% | -17.7% |
| 3M | -42.0% | -23.4% | -18.7% | -41.8% |
| 6M | -6.0% | +114.9% | -120.9% | -26.2% |
| YTD | -5.6% | +325.4% | -331.0% | -39.5% |
| 1Y | +38.0% | +2,136.7% | -2,098.7% | -39.6% |
| 3Y | +962.4% | +2,835.0% | -1,872.6% | +258.2% |
| 5Y | +336.5% | +652.8% | -316.3% | +108.0% |
| All | +576.0% | +595.6% | -19.6% | +240.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling