+546.0%
RKLB vs CGNX
-5.2%
+551.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.1% | -2.5% | -0.6% |
| 7D | -2.0% | +3.2% | -5.2% | -3.7% |
| 30D | -22.4% | +6.0% | -28.4% | -25.0% |
| 3M | -45.2% | +3.5% | -48.7% | -46.3% |
| 6M | -12.5% | +26.3% | -38.8% | -22.4% |
| YTD | -9.8% | +79.2% | -89.0% | -37.7% |
| 1Y | +30.0% | +43.8% | -13.8% | +1.6% |
| 3Y | +942.2% | +52.0% | +890.3% | +631.9% |
| 5Y | +236.8% | -24.0% | +260.9% | +217.2% |
| All | +546.0% | -5.2% | +551.2% | +496.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling