+49.5%
RKLB vs CAG
-13.1%
+62.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +0.4% |
| 7D | -0.2% | -3.8% | +3.6% | -1.6% |
| 30D | -14.1% | +3.1% | -17.2% | -13.1% |
| 3M | -46.4% | +23.5% | -69.9% | -41.9% |
| 6M | -10.6% | -14.8% | +4.2% | -18.3% |
| YTD | -7.9% | -5.4% | -2.4% | -9.4% |
| 1Y | +49.5% | -11.8% | +61.3% | +39.6% |
| All | +49.5% | -13.1% | +62.6% | +39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 CAG 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