+204.4%
RKLB vs DXCM
-38.0%
+242.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DXCM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.8% | -3.5% | -4.0% |
| 7D | 0.0% | -6.5% | +6.4% | +2.3% |
| 30D | -21.2% | -4.3% | -16.9% | -20.1% |
| 3M | -41.7% | +7.3% | -49.0% | -44.0% |
| 6M | -11.8% | +22.0% | -33.8% | -20.0% |
| YTD | -9.6% | +26.4% | -36.0% | -19.1% |
| 1Y | +34.1% | +7.0% | +27.1% | +26.6% |
| 3Y | +917.3% | -19.6% | +936.9% | +838.3% |
| 5Y | +204.4% | -39.3% | +243.7% | +209.0% |
| All | +204.4% | -38.0% | +242.4% | +209.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling