-7.4%
RKLB vs CASY
+32.1%
-39.6%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +1.4% | -5.2% | -4.0% |
| 7D | -10.6% | +0.8% | -11.4% | -10.8% |
| 30D | -28.3% | +9.4% | -37.7% | -30.0% |
| 3M | -29.7% | -20.6% | -9.1% | -25.6% |
| 6M | -34.8% | -20.7% | -14.1% | -27.3% |
| YTD | -24.9% | +22.5% | -47.4% | -29.8% |
| 1Y | -7.4% | +29.5% | -36.9% | -14.6% |
| All | -7.4% | +32.1% | -39.6% | -14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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