+1,379.7%
RKLB vs EPAM
-29.8%
+1,409.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.6% | -3.8% | -3.2% |
| 7D | +39.3% | -1.1% | +40.4% | +39.4% |
| 30D | -0.2% | +41.8% | -42.1% | -5.6% |
| 3M | -21.1% | +63.4% | -84.4% | -27.7% |
| 6M | -45.5% | +72.2% | -117.7% | -51.6% |
| YTD | -8.2% | -20.0% | +11.9% | +3.2% |
| 1Y | +28.2% | -9.0% | +37.3% | +37.4% |
| All | +1,379.7% | -29.8% | +1,409.5% | +1,576.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EPAM.
Daily Out/Under-Performance
Portfolio return minus EPAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EPAM 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 EPAM 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