+1,120.0%
RKLB vs CART
+112.9%
+1,007.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | +0.6% | +14.8% | +15.3% |
| 7D | -3.0% | +3.0% | -6.0% | -3.6% |
| 30D | -26.2% | +28.6% | -54.8% | -30.6% |
| 3M | -29.9% | +29.1% | -58.9% | -34.6% |
| 6M | -37.3% | +44.7% | -82.0% | -43.6% |
| YTD | -23.9% | +29.2% | -53.1% | -30.1% |
| 1Y | +7.0% | +66.2% | -59.2% | -8.7% |
| 3Y | +1,120.0% | +112.8% | +1,007.2% | +810.3% |
| All | +1,120.0% | +112.9% | +1,007.1% | +810.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling