-7.4%
RKLB vs CGNX
+31.4%
-38.9%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -8.7% | +4.9% | +0.2% |
| 7D | -10.6% | -9.2% | -1.4% | -6.6% |
| 30D | -28.3% | -17.6% | -10.7% | -21.9% |
| 3M | -29.7% | -25.7% | -4.0% | -20.5% |
| 6M | -34.8% | -5.5% | -29.3% | -31.9% |
| YTD | -24.9% | +48.1% | -73.0% | -40.9% |
| 1Y | -7.4% | +33.5% | -40.9% | -16.3% |
| All | -7.4% | +31.4% | -38.9% | -16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CGNX.
Daily Out/Under-Performance
Portfolio return minus CGNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CGNX 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 CGNX 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