+557.5%
RKLB vs CASY
+299.5%
+258.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.1% | -2.8% |
| 7D | +39.3% | +2.5% | +36.8% | +38.2% |
| 30D | -0.2% | +10.2% | -10.5% | -4.0% |
| 3M | -21.1% | -15.7% | -5.4% | -16.6% |
| 6M | -45.5% | -18.4% | -27.1% | -42.2% |
| YTD | -8.2% | +28.3% | -36.4% | -19.4% |
| 1Y | +28.2% | +32.6% | -4.3% | +10.7% |
| 3Y | +1,366.1% | +159.5% | +1,206.6% | +856.2% |
| 5Y | +345.9% | +263.9% | +82.0% | +155.5% |
| All | +557.5% | +299.5% | +258.0% | +276.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling