+543.6%
RKLB vs CHRW
+59.0%
+484.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | 0.0% | +6.5% | +6.5% |
| 7D | +15.2% | -3.4% | +18.6% | +16.7% |
| 30D | -8.1% | -9.4% | +1.3% | -5.3% |
| 3M | -21.7% | -12.6% | -9.0% | -18.9% |
| 6M | -40.5% | -24.2% | -16.4% | -36.6% |
| YTD | -10.1% | -18.9% | +8.8% | -7.2% |
| 1Y | +20.8% | -13.7% | +34.5% | +22.1% |
| 3Y | +1,335.0% | +72.6% | +1,262.4% | +955.5% |
| 5Y | +329.8% | +55.6% | +274.3% | +246.3% |
| All | +543.6% | +59.0% | +484.6% | +413.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling