+1,120.0%
RKLB vs CDW
-21.8%
+1,141.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -0.9% | +16.3% | +15.6% |
| 7D | -3.0% | +2.1% | -5.1% | -3.4% |
| 30D | -26.2% | +14.7% | -41.0% | -28.3% |
| 3M | -29.9% | +11.1% | -41.0% | -31.7% |
| 6M | -37.3% | +45.6% | -82.9% | -45.4% |
| YTD | -23.9% | +17.1% | -41.0% | -29.2% |
| 1Y | +7.0% | +13.2% | -6.2% | +1.8% |
| 3Y | +1,120.0% | -22.2% | +1,142.2% | +1,290.4% |
| All | +1,120.0% | -21.8% | +1,141.8% | +1,290.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling