+559.5%
RKLB vs CASY
+327.1%
+232.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.8% |
| 7D | -0.2% | +0.1% | -0.3% | -0.3% |
| 30D | -14.1% | -11.3% | -2.8% | -10.3% |
| 3M | -46.4% | -0.6% | -45.8% | -47.4% |
| 6M | -10.6% | +10.7% | -21.4% | -15.7% |
| YTD | -7.9% | +37.1% | -45.0% | -20.5% |
| 1Y | +49.5% | +52.3% | -2.8% | +23.0% |
| 3Y | +913.6% | +215.2% | +698.4% | +516.0% |
| 5Y | +375.3% | +276.5% | +98.8% | +168.6% |
| All | +559.5% | +327.1% | +232.4% | +271.0% |
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