+559.5%
RKLB vs DXCM
+8.9%
+550.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DXCM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.0% | +2.7% | +1.4% |
| 7D | -0.2% | -3.2% | +3.0% | +0.9% |
| 30D | -14.1% | +6.3% | -20.5% | -16.0% |
| 3M | -46.4% | +21.1% | -67.5% | -50.7% |
| 6M | -10.6% | +20.6% | -31.2% | -18.1% |
| YTD | -7.9% | +32.4% | -40.3% | -18.4% |
| 1Y | +49.5% | +8.8% | +40.6% | +40.8% |
| 3Y | +913.6% | -13.7% | +927.3% | +816.7% |
| 5Y | +375.3% | -35.2% | +410.5% | +355.4% |
| All | +559.5% | +8.9% | +550.6% | +486.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling