+535.9%
RKLB vs CHD
+17.8%
+518.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.3% | -0.4% | -1.8% |
| 7D | -2.9% | -4.7% | +1.8% | -3.1% |
| 30D | -22.6% | -8.3% | -14.2% | -22.9% |
| 3M | -41.0% | -4.0% | -37.0% | -41.1% |
| 6M | -10.1% | -6.5% | -3.6% | -10.2% |
| YTD | -11.2% | +13.1% | -24.3% | -11.4% |
| 1Y | +34.2% | +2.3% | +31.9% | +34.1% |
| 3Y | +899.4% | +1.8% | +897.6% | +879.0% |
| 5Y | +231.5% | +20.6% | +210.9% | +214.0% |
| All | +535.9% | +17.8% | +518.1% | +472.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 10y: compounded portfolio wealth divided by compounded CHD 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…
10y analysis · Full analysis span regression · 6 months rolling