+559.5%
RKLB vs CDW
+24.6%
+534.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.0% | +1.7% | +1.2% |
| 7D | -0.2% | +3.2% | -3.4% | -1.7% |
| 30D | -14.1% | +9.3% | -23.4% | -18.0% |
| 3M | -46.4% | +9.8% | -56.2% | -49.7% |
| 6M | -10.6% | +23.3% | -34.0% | -25.5% |
| YTD | -7.9% | +13.7% | -21.5% | -20.2% |
| 1Y | +49.5% | -6.5% | +56.0% | +49.0% |
| 3Y | +913.6% | -25.2% | +938.8% | +1,039.0% |
| 5Y | +375.3% | -19.5% | +394.8% | +375.7% |
| All | +559.5% | +24.6% | +534.8% | +490.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling