+559.5%
RKLB vs CHD
+23.6%
+535.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | 0.0% | +0.7% | +0.7% |
| 7D | -0.2% | -2.7% | +2.5% | -0.3% |
| 30D | -14.1% | -4.6% | -9.5% | -14.3% |
| 3M | -46.4% | +5.0% | -51.5% | -46.4% |
| 6M | -10.6% | -3.2% | -7.4% | -10.5% |
| YTD | -7.9% | +18.6% | -26.5% | -7.9% |
| 1Y | +49.5% | +4.8% | +44.7% | +49.9% |
| 3Y | +913.6% | +6.1% | +907.4% | +896.3% |
| 5Y | +375.3% | +24.0% | +351.3% | +350.6% |
| All | +559.5% | +23.6% | +535.9% | +495.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling