+49.5%
RKLB vs PAYX
-6.2%
+55.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.7% | +3.4% | -0.2% |
| 7D | -0.2% | -4.2% | +4.0% | -1.6% |
| 30D | -14.1% | +2.9% | -17.0% | -13.2% |
| 3M | -46.4% | +23.6% | -70.0% | -44.7% |
| 6M | -10.6% | +30.0% | -40.7% | -8.7% |
| YTD | -7.9% | +12.2% | -20.1% | -1.6% |
| 1Y | +49.5% | -7.5% | +56.9% | +74.7% |
| All | +49.5% | -6.2% | +55.7% | +74.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PAYX.
Daily Out/Under-Performance
Portfolio return minus PAYX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAYX 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 1y: compounded portfolio wealth divided by compounded PAYX 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…
1y analysis · Full analysis span regression · 6 months rolling