+576.0%
RKLB vs PAYC
-44.7%
+620.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -5.4% | +7.9% | +4.7% |
| 7D | +5.3% | -7.9% | +13.2% | +8.6% |
| 30D | -20.5% | +2.1% | -22.6% | -21.6% |
| 3M | -42.0% | +61.8% | -103.8% | -54.8% |
| 6M | -6.0% | +59.9% | -66.0% | -28.0% |
| YTD | -5.6% | +38.5% | -44.1% | -23.1% |
| 1Y | +38.0% | -1.4% | +39.4% | +34.2% |
| 3Y | +962.4% | -21.0% | +983.4% | +977.4% |
| 5Y | +336.5% | -52.9% | +389.4% | +451.0% |
| All | +576.0% | -44.7% | +620.7% | +675.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling