-7.4%
RKLB vs CDW
+13.2%
-20.6%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +12.7% | -16.5% | -1.9% |
| 7D | -10.6% | +3.7% | -14.4% | -9.9% |
| 30D | -28.3% | +26.0% | -54.3% | -25.3% |
| 3M | -29.7% | +10.1% | -39.8% | -28.2% |
| 6M | -34.8% | +26.1% | -60.9% | -28.6% |
| YTD | -24.9% | +25.9% | -50.8% | -13.7% |
| 1Y | -7.4% | +21.5% | -29.0% | +9.3% |
| All | -7.4% | +13.2% | -20.6% | +9.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 1y: compounded portfolio wealth divided by compounded CDW 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…
1y analysis · Full analysis span regression · 6 months rolling