+535.9%
RKLB vs CHRW
+87.9%
+448.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.3% | -3.1% | -2.2% |
| 7D | -2.9% | +4.4% | -7.3% | -4.3% |
| 30D | -22.6% | +5.5% | -28.1% | -24.1% |
| 3M | -41.0% | -17.3% | -23.8% | -37.9% |
| 6M | -10.1% | -12.7% | +2.5% | -7.7% |
| YTD | -11.2% | -4.1% | -7.1% | -12.6% |
| 1Y | +34.2% | +21.2% | +13.0% | +19.7% |
| 3Y | +899.4% | +88.9% | +810.4% | +621.4% |
| 5Y | +231.5% | +93.1% | +138.4% | +155.8% |
| All | +535.9% | +87.9% | +448.0% | +383.7% |
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