+330.6%
RKLB vs EPAM
-75.7%
+406.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.5% | -3.9% |
| 7D | +15.9% | +2.4% | +13.5% | +15.2% |
| 30D | +4.0% | +42.3% | -38.4% | -7.5% |
| 3M | -23.2% | +60.7% | -83.8% | -34.5% |
| 6M | -50.4% | +80.5% | -130.9% | -60.5% |
| YTD | -11.8% | -20.4% | +8.6% | -8.7% |
| 1Y | +36.0% | -9.6% | +45.6% | +34.6% |
| 3Y | +1,321.0% | -30.5% | +1,351.5% | +1,372.6% |
| All | +330.6% | -75.7% | +406.3% | +485.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling