+308.8%
RKLB vs CHTR
-81.7%
+390.4%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.7% | -2.1% | +0.3% |
| 7D | -2.0% | -4.1% | +2.1% | -0.8% |
| 30D | -22.4% | -3.0% | -19.5% | -22.4% |
| 3M | -45.2% | +4.8% | -49.9% | -47.4% |
| 6M | -12.5% | -35.0% | +22.5% | -0.7% |
| YTD | -9.8% | -30.2% | +20.4% | -2.0% |
| 1Y | +30.0% | -44.8% | +74.7% | +56.9% |
| 3Y | +942.2% | -66.6% | +1,008.8% | +1,426.3% |
| All | +308.8% | -81.7% | +390.4% | +502.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CHTR.
Daily Out/Under-Performance
Portfolio return minus CHTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHTR 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 5y: compounded portfolio wealth divided by compounded CHTR 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…
5y analysis · Full analysis span regression · 6 months rolling