+557.5%
RKLB vs DXCM
+0.8%
+556.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DXCM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.3% | -4.4% | -3.6% |
| 7D | +39.3% | -3.6% | +42.9% | +40.6% |
| 30D | -0.2% | -4.3% | +4.1% | +0.4% |
| 3M | -21.1% | -10.4% | -10.7% | -19.0% |
| 6M | -45.5% | +33.1% | -78.6% | -52.5% |
| YTD | -8.2% | +22.6% | -30.8% | -17.4% |
| 1Y | +28.2% | +36.5% | -8.3% | +11.3% |
| 3Y | +1,366.1% | -13.5% | +1,379.6% | +1,208.8% |
| 5Y | +345.9% | -49.6% | +395.5% | +349.9% |
| All | +557.5% | +0.8% | +556.7% | +493.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DXCM.
Daily Out/Under-Performance
Portfolio return minus DXCM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DXCM 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 10y: compounded portfolio wealth divided by compounded DXCM 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…
10y analysis · Full analysis span regression · 6 months rolling