+547.3%
RKLB vs OXY
+287.1%
+260.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.1% | -5.3% | -4.4% |
| 7D | 0.0% | +0.6% | -0.7% | -0.1% |
| 30D | -21.2% | +4.5% | -25.7% | -21.7% |
| 3M | -41.7% | +8.9% | -50.6% | -42.6% |
| 6M | -11.8% | +12.5% | -24.2% | -14.6% |
| YTD | -9.6% | +50.5% | -60.1% | -17.1% |
| 1Y | +34.1% | +38.6% | -4.5% | +24.0% |
| 3Y | +917.3% | -1.2% | +918.5% | +882.3% |
| 5Y | +204.4% | +161.6% | +42.8% | +173.0% |
| All | +547.3% | +287.1% | +260.1% | +478.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling