+20.8%
RKLB vs CART
+51.1%
-30.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | 0.0% | +6.5% | +6.5% |
| 7D | +15.2% | +0.3% | +14.9% | +15.3% |
| 30D | -8.1% | +22.4% | -30.5% | -10.6% |
| 3M | -21.7% | +15.6% | -37.3% | -23.3% |
| 6M | -40.5% | +44.9% | -85.4% | -44.9% |
| YTD | -10.1% | +30.0% | -40.1% | -20.3% |
| 1Y | +20.8% | +56.6% | -35.8% | -2.5% |
| All | +20.8% | +51.1% | -30.3% | -2.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling