+336.5%
RKLB vs CASY
+274.3%
+62.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.0% | +5.5% | +3.7% |
| 7D | +5.3% | -4.4% | +9.7% | +7.2% |
| 30D | -20.5% | -12.0% | -8.4% | -16.4% |
| 3M | -42.0% | -2.3% | -39.7% | -43.0% |
| 6M | -6.0% | +10.5% | -16.6% | -12.0% |
| YTD | -5.6% | +33.0% | -38.6% | -18.8% |
| 1Y | +38.0% | +41.1% | -3.1% | +14.9% |
| 3Y | +962.4% | +207.5% | +754.9% | +504.8% |
| 5Y | +336.5% | +290.7% | +45.8% | +117.9% |
| All | +336.5% | +274.3% | +62.2% | +117.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling