+962.4%
RKLB vs DXCM
-19.4%
+981.9%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DXCM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.8% | +6.3% | +3.3% |
| 7D | +5.3% | -6.2% | +11.5% | +6.6% |
| 30D | -20.5% | -0.3% | -20.2% | -20.5% |
| 3M | -42.0% | +10.3% | -52.4% | -43.6% |
| 6M | -6.0% | +24.1% | -30.2% | -11.3% |
| YTD | -5.6% | +27.4% | -32.9% | -11.3% |
| 1Y | +38.0% | +8.4% | +29.6% | +33.6% |
| 3Y | +962.4% | -19.0% | +981.4% | +891.1% |
| All | +962.4% | -19.4% | +981.9% | +891.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling