+547.3%
RKLB vs CDW
+16.5%
+530.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.5% | -2.8% | -3.6% |
| 7D | 0.0% | -4.2% | +4.2% | +1.7% |
| 30D | -21.2% | +4.9% | -26.1% | -23.3% |
| 3M | -41.7% | +7.3% | -49.0% | -45.1% |
| 6M | -11.8% | +19.2% | -30.9% | -25.9% |
| YTD | -9.6% | +6.2% | -15.8% | -19.3% |
| 1Y | +34.1% | -14.0% | +48.1% | +39.3% |
| 3Y | +917.3% | -30.0% | +947.2% | +1,074.7% |
| 5Y | +204.4% | -23.6% | +228.0% | +211.7% |
| All | +547.3% | +16.5% | +530.8% | +496.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling