+546.0%
RKLB vs CAH
+407.3%
+138.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.8% |
| 7D | -2.0% | -5.1% | +3.1% | -0.5% |
| 30D | -22.4% | +0.2% | -22.6% | -22.6% |
| 3M | -45.2% | +6.3% | -51.5% | -46.5% |
| 6M | -12.5% | +9.4% | -21.9% | -15.4% |
| YTD | -9.8% | +15.0% | -24.7% | -14.5% |
| 1Y | +30.0% | +55.4% | -25.5% | +8.9% |
| 3Y | +942.2% | +173.8% | +768.4% | +599.6% |
| 5Y | +236.8% | +395.2% | -158.4% | +92.1% |
| All | +546.0% | +407.3% | +138.7% | +239.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 CAH 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