+182.6%
CSCO vs RKLB
+557.1%
-374.5%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.1% | +4.4% | +1.5% |
| 7D | +6.6% | +39.3% | -32.7% | +3.1% |
| 30D | -11.3% | -0.2% | -11.1% | -11.6% |
| 3M | -17.3% | -21.1% | +3.7% | -15.9% |
| 6M | +3.5% | -45.5% | +49.0% | +7.8% |
| YTD | +34.9% | -8.2% | +43.0% | +32.6% |
| 1Y | +40.5% | +28.2% | +12.3% | +33.6% |
| 3Y | +109.3% | +1,366.1% | -1,256.9% | +53.8% |
| 5Y | +105.9% | +345.9% | -240.0% | +55.7% |
| All | +182.6% | +557.1% | -374.5% | +102.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RKLB.
Daily Out/Under-Performance
Portfolio return minus RKLB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKLB 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 10y: compounded portfolio wealth divided by compounded RKLB 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…
10y analysis · Full analysis span regression · 6 months rolling