-7.4%
RKLB vs CLS
-28.7%
+21.3%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -9.1% | +5.3% | +0.2% |
| 7D | -10.6% | -21.1% | +10.5% | -1.1% |
| 30D | -28.3% | -38.2% | +9.9% | -12.2% |
| 3M | -29.7% | -36.3% | +6.6% | -16.1% |
| 6M | -34.8% | -43.8% | +9.0% | -19.8% |
| YTD | -24.9% | -20.0% | -4.9% | -27.3% |
| 1Y | -7.4% | -29.6% | +22.2% | -6.2% |
| All | -7.4% | -28.7% | +21.3% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CLS.
Daily Out/Under-Performance
Portfolio return minus CLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLS 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 1y: compounded portfolio wealth divided by compounded CLS 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…
1y analysis · Full analysis span regression · 6 months rolling