+28.2%
RKLB vs CASY
+31.5%
-3.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.0% | -2.1% | -3.0% |
| 7D | +39.3% | +2.5% | +36.8% | +38.8% |
| 30D | -0.2% | +10.2% | -10.5% | -2.3% |
| 3M | -21.1% | -15.7% | -5.4% | -17.5% |
| 6M | -45.5% | -18.4% | -27.1% | -39.2% |
| YTD | -8.2% | +28.3% | -36.4% | -11.6% |
| 1Y | +28.2% | +32.6% | -4.3% | +25.9% |
| All | +28.2% | +31.5% | -3.3% | +25.9% |
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