+231.5%
RKLB vs OXY
+157.9%
+73.6%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.2% | -2.0% | -1.8% |
| 7D | -2.9% | +1.4% | -4.3% | -3.1% |
| 30D | -22.6% | +4.0% | -26.6% | -23.0% |
| 3M | -41.0% | +7.6% | -48.6% | -41.8% |
| 6M | -10.1% | +16.2% | -26.3% | -14.0% |
| YTD | -11.2% | +50.8% | -62.0% | -19.8% |
| 1Y | +34.2% | +34.7% | -0.5% | +23.4% |
| 3Y | +899.4% | -1.0% | +900.4% | +857.4% |
| 5Y | +231.5% | +163.2% | +68.3% | +276.0% |
| All | +231.5% | +157.9% | +73.6% | +276.0% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 OXY 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