+546.0%
RKLB vs PAYX
+49.3%
+496.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAYX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.3% |
| 7D | -2.0% | -4.9% | +2.8% | +0.6% |
| 30D | -22.4% | -3.8% | -18.7% | -21.2% |
| 3M | -45.2% | +17.9% | -63.0% | -52.1% |
| 6M | -12.5% | +26.1% | -38.6% | -28.6% |
| YTD | -9.8% | +6.7% | -16.5% | -17.1% |
| 1Y | +30.0% | -10.7% | +40.7% | +37.7% |
| 3Y | +942.2% | +7.0% | +935.2% | +803.1% |
| 5Y | +236.8% | +22.6% | +214.2% | +174.0% |
| All | +546.0% | +49.3% | +496.8% | +338.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling