+559.5%
RKLB vs EPAM
-64.9%
+624.3%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.1% | +1.4% |
| 7D | -0.2% | +2.0% | -2.2% | -0.8% |
| 30D | -14.1% | +6.5% | -20.6% | -16.4% |
| 3M | -46.4% | +19.9% | -66.4% | -50.6% |
| 6M | -10.6% | -16.9% | +6.3% | -7.6% |
| YTD | -7.9% | -42.9% | +35.0% | +6.7% |
| 1Y | +49.5% | -30.4% | +79.8% | +60.4% |
| 3Y | +913.6% | -54.7% | +968.3% | +1,116.5% |
| 5Y | +375.3% | -81.8% | +457.1% | +622.7% |
| All | +559.5% | -64.9% | +624.3% | +721.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling