+36.0%
RKLB vs CHD
+33.5%
+2.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.4% | -5.4% | -3.0% |
| 7D | +15.9% | +3.6% | +12.3% | +18.6% |
| 30D | +4.0% | +10.4% | -6.4% | +11.1% |
| 3M | -23.2% | +12.2% | -35.4% | -17.0% |
| 6M | -50.4% | +19.9% | -70.4% | -44.4% |
| YTD | -11.8% | +36.4% | -48.2% | +13.9% |
| 1Y | +36.0% | +35.1% | +0.8% | +73.0% |
| All | +36.0% | +33.5% | +2.5% | +73.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling