+1,163.1%
RKLB vs CART
+39.2%
+1,123.9%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +0.6% | +10.3% | +10.8% |
| 7D | +13.0% | +1.5% | +11.5% | +12.8% |
| 30D | -13.7% | +22.4% | -36.1% | -17.8% |
| 3M | -28.9% | +16.5% | -45.5% | -31.8% |
| 6M | -44.2% | +44.9% | -89.1% | -49.7% |
| YTD | -15.6% | +30.0% | -45.6% | -22.4% |
| 1Y | +14.0% | +59.1% | -45.1% | -1.0% |
| 3Y | +1,275.2% | +138.8% | +1,136.4% | +928.6% |
| All | +1,163.1% | +39.2% | +1,123.9% | +902.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART 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 CART 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