+202.0%
CSCO vs RKLB
+546.9%
-344.9%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.3% | +4.5% | +0.6% |
| 7D | 0.0% | 0.0% | 0.0% | 0.0% |
| 30D | -10.7% | -21.2% | +10.5% | -8.8% |
| 3M | -8.7% | -41.7% | +33.0% | -4.9% |
| 6M | +44.9% | -11.8% | +56.7% | +44.2% |
| YTD | +44.1% | -9.6% | +53.7% | +42.4% |
| 1Y | +65.9% | +34.1% | +31.8% | +56.9% |
| 3Y | +109.0% | +917.3% | -808.2% | +58.7% |
| 5Y | +114.8% | +204.4% | -89.6% | +65.3% |
| All | +202.0% | +546.9% | -344.9% | +117.2% |
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