+38.0%
RKLB vs CDW
-13.2%
+51.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -5.2% | +7.7% | +1.9% |
| 7D | +5.3% | -3.9% | +9.2% | +4.9% |
| 30D | -20.5% | +6.9% | -27.4% | -19.7% |
| 3M | -42.0% | +7.7% | -49.7% | -41.3% |
| 6M | -6.0% | +18.3% | -24.4% | -4.7% |
| YTD | -5.6% | +7.8% | -13.3% | +0.7% |
| 1Y | +38.0% | -12.2% | +50.2% | +56.7% |
| All | +38.0% | -13.2% | +51.2% | +56.7% |
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