+204.4%
RKLB vs CDNS
+71.8%
+132.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.2% | -4.4% | -4.4% |
| 7D | 0.0% | -7.2% | +7.1% | +4.9% |
| 30D | -21.2% | -14.3% | -6.9% | -13.1% |
| 3M | -41.7% | -27.2% | -14.5% | -28.1% |
| 6M | -11.8% | -4.5% | -7.3% | -11.9% |
| YTD | -9.6% | -9.0% | -0.6% | -8.3% |
| 1Y | +34.1% | -21.3% | +55.4% | +51.2% |
| 3Y | +917.3% | +19.6% | +897.7% | +671.4% |
| 5Y | +204.4% | +71.5% | +132.9% | +56.9% |
| All | +204.4% | +71.8% | +132.6% | +56.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling