+308.8%
RKLB vs CAH
+393.5%
-84.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -15.5% |
| YTD | -9.8% | +15.0% | -24.7% | -14.7% |
| 1Y | +30.0% | +55.4% | -25.5% | +7.3% |
| 3Y | +942.2% | +173.8% | +768.4% | +566.5% |
| All | +308.8% | +393.5% | -84.7% | +108.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling