+944.2%
RKLB vs CAG
-37.6%
+981.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.0% | -3.3% | -4.6% |
| 7D | 0.0% | -6.6% | +6.6% | -2.1% |
| 30D | -21.2% | +2.3% | -23.5% | -20.5% |
| 3M | -41.7% | +16.3% | -58.0% | -38.5% |
| 6M | -11.8% | -16.0% | +4.3% | -16.3% |
| YTD | -9.6% | -7.7% | -1.9% | -10.9% |
| 1Y | +34.1% | -16.0% | +50.1% | +29.1% |
| All | +944.2% | -37.6% | +981.8% | +789.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling