+557.5%
RKLB vs CDNS
+199.5%
+358.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.2% | -4.4% | -4.0% |
| 7D | +39.3% | +7.0% | +32.3% | +33.4% |
| 30D | -0.2% | -0.3% | 0.0% | +0.8% |
| 3M | -21.1% | +3.2% | -24.2% | -22.5% |
| 6M | -45.5% | -6.9% | -38.6% | -43.8% |
| YTD | -8.2% | +6.6% | -14.8% | -15.2% |
| 1Y | +28.2% | +5.6% | +22.6% | +19.7% |
| 3Y | +1,366.1% | +27.4% | +1,338.7% | +1,022.0% |
| 5Y | +345.9% | +83.7% | +262.2% | +145.7% |
| All | +557.5% | +199.5% | +358.1% | +231.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling