+957.2%
RKLB vs CART
+111.7%
+845.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | -2.4% | -9.8% | -11.6% |
| 7D | -22.2% | +1.2% | -23.4% | -22.3% |
| 30D | -38.7% | +27.1% | -65.8% | -42.3% |
| 3M | -38.5% | +27.4% | -66.0% | -42.5% |
| 6M | -41.6% | +32.1% | -73.7% | -46.5% |
| YTD | -34.1% | +28.5% | -62.6% | -39.4% |
| 1Y | -18.5% | +58.8% | -77.3% | -29.5% |
| All | +957.2% | +111.7% | +845.6% | +689.8% |
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 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