+531.5%
RKLB vs CAG
-44.8%
+576.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.2% | -5.2% | -3.7% |
| 7D | +15.9% | -3.3% | +19.3% | +15.0% |
| 30D | +4.0% | +7.7% | -3.7% | +6.3% |
| 3M | -23.2% | -3.2% | -20.0% | -22.9% |
| 6M | -50.4% | +7.0% | -57.4% | -49.1% |
| YTD | -11.8% | -9.0% | -2.8% | -11.8% |
| 1Y | +36.0% | -9.6% | +45.6% | +36.0% |
| 3Y | +1,321.0% | -36.0% | +1,357.0% | +1,257.8% |
| 5Y | +328.2% | -40.9% | +369.0% | +315.8% |
| All | +531.5% | -44.8% | +576.2% | +506.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling