+308.8%
RKLB vs PAYC
-52.9%
+361.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +1.1% |
| 7D | -2.0% | -5.5% | +3.5% | +0.1% |
| 30D | -22.4% | +3.8% | -26.2% | -24.0% |
| 3M | -45.2% | +65.8% | -111.0% | -57.6% |
| 6M | -12.5% | +68.7% | -81.2% | -34.7% |
| YTD | -9.8% | +38.3% | -48.1% | -26.3% |
| 1Y | +30.0% | -2.4% | +32.4% | +27.8% |
| 3Y | +942.2% | -21.5% | +963.8% | +976.7% |
| All | +308.8% | -52.9% | +361.7% | +399.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYC.
Daily Out/Under-Performance
Portfolio return minus PAYC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYC 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 PAYC 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