+201.3%
CSCO vs RKLB
+559.1%
-357.7%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKLB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.5% |
| 7D | -0.7% | -0.2% | -0.5% | -0.6% |
| 30D | -10.1% | -14.1% | +4.0% | -9.0% |
| 3M | -15.7% | -46.4% | +30.7% | -11.5% |
| 6M | +36.3% | -10.6% | +46.9% | +35.4% |
| YTD | +43.8% | -7.9% | +51.7% | +41.9% |
| 1Y | +63.9% | +49.5% | +14.5% | +53.6% |
| 3Y | +104.4% | +913.6% | -809.2% | +55.2% |
| 5Y | +111.4% | +375.3% | -263.9% | +58.9% |
| All | +201.3% | +559.1% | -357.7% | +116.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling