+576.0%
RKLB vs CAH
+420.1%
+155.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -2.7% | +5.2% | +3.3% |
| 7D | +5.3% | +0.5% | +4.8% | +5.1% |
| 30D | -20.5% | +1.7% | -22.2% | -21.0% |
| 3M | -42.0% | +17.9% | -59.9% | -45.3% |
| 6M | -6.0% | +10.9% | -17.0% | -9.5% |
| YTD | -5.6% | +17.9% | -23.4% | -11.2% |
| 1Y | +38.0% | +61.7% | -23.7% | +14.1% |
| 3Y | +962.4% | +183.7% | +778.7% | +605.0% |
| 5Y | +336.5% | +401.3% | -64.8% | +147.8% |
| All | +576.0% | +420.1% | +155.9% | +252.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling