+557.5%
RKLB vs CHRW
+65.7%
+491.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.6% | -3.3% |
| 7D | +39.3% | +4.7% | +34.6% | +37.2% |
| 30D | -0.2% | -2.6% | +2.4% | +0.4% |
| 3M | -21.1% | -8.0% | -13.1% | -19.6% |
| 6M | -45.5% | -19.0% | -26.5% | -43.2% |
| YTD | -8.2% | -15.5% | +7.3% | -6.4% |
| 1Y | +28.2% | -10.8% | +39.0% | +28.2% |
| 3Y | +1,366.1% | +79.8% | +1,286.3% | +964.1% |
| 5Y | +345.9% | +59.3% | +286.6% | +254.2% |
| All | +557.5% | +65.7% | +491.9% | +417.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling