+49.5%
RKLB vs CHRW
+17.2%
+32.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.1% | -0.4% | +0.5% |
| 7D | -0.2% | -1.4% | +1.2% | 0.0% |
| 30D | -14.1% | -3.5% | -10.6% | -13.7% |
| 3M | -46.4% | -19.4% | -27.0% | -44.5% |
| 6M | -10.6% | -21.4% | +10.7% | -8.1% |
| YTD | -7.9% | -7.1% | -0.8% | -5.6% |
| 1Y | +49.5% | +17.8% | +31.7% | +57.0% |
| All | +49.5% | +17.2% | +32.2% | +57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CHRW.
Daily Out/Under-Performance
Portfolio return minus CHRW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHRW 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 CHRW 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