+962.4%
RKLB vs CHRW
+86.2%
+876.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.7% | +0.8% | +2.0% |
| 7D | +5.3% | +1.9% | +3.4% | +4.7% |
| 30D | -20.5% | +0.9% | -21.4% | -20.8% |
| 3M | -42.0% | -19.9% | -22.2% | -38.5% |
| 6M | -6.0% | -15.8% | +9.7% | -2.6% |
| YTD | -5.6% | -5.6% | 0.0% | -6.7% |
| 1Y | +38.0% | +21.0% | +17.0% | +23.7% |
| 3Y | +962.4% | +86.0% | +876.4% | +673.7% |
| All | +962.4% | +86.2% | +876.2% | +673.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling