+1,321.0%
RKLB vs CDNS
+23.9%
+1,297.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -3.1% | -0.9% | -2.1% |
| 7D | +15.9% | +1.0% | +15.0% | +15.4% |
| 30D | +4.0% | -2.0% | +5.9% | +6.1% |
| 3M | -23.2% | -0.2% | -22.9% | -22.7% |
| 6M | -50.4% | -8.9% | -41.5% | -48.2% |
| YTD | -11.8% | +3.3% | -15.1% | -15.7% |
| 1Y | +36.0% | +2.2% | +33.8% | +31.3% |
| 3Y | +1,321.0% | +22.4% | +1,298.6% | +1,183.3% |
| All | +1,321.0% | +23.9% | +1,297.1% | +1,183.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CDNS.
Daily Out/Under-Performance
Portfolio return minus CDNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDNS 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 3y: compounded portfolio wealth divided by compounded CDNS 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…
3y analysis · Full analysis span regression · 6 months rolling