+504.1%
RKLB vs CASY
+291.3%
+212.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +0.7% | +10.3% | +10.7% |
| 7D | +13.0% | +3.6% | +9.5% | +11.5% |
| 30D | -13.7% | +7.2% | -20.9% | -16.2% |
| 3M | -28.9% | -16.9% | -12.0% | -24.7% |
| 6M | -44.2% | -19.3% | -24.9% | -40.7% |
| YTD | -15.6% | +25.6% | -41.3% | -25.4% |
| 1Y | +14.0% | +30.2% | -16.2% | -1.1% |
| 3Y | +1,275.2% | +154.9% | +1,120.4% | +801.9% |
| 5Y | +296.6% | +252.1% | +44.5% | +129.3% |
| All | +504.1% | +291.3% | +212.7% | +247.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling