-38.5%
RKLB vs CART
+25.2%
-63.7%
-44.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3mo.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | -2.4% | -9.8% | -11.9% |
| 7D | -22.2% | +1.2% | -23.4% | -22.1% |
| 30D | -38.7% | +27.1% | -65.8% | -39.7% |
| 3M | -38.5% | +27.4% | -66.0% | -41.4% |
| All | -38.5% | +25.2% | -63.7% | -41.4% |
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 3mo: 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…
3mo analysis · Full analysis span regression · Available span rolling