+578.9%
RKLB vs CLS
+3,087.9%
-2,509.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +8.5% | -3.0% | +2.1% |
| 7D | +26.3% | +2.8% | +23.6% | +25.3% |
| 30D | +0.7% | -30.1% | +30.8% | +15.6% |
| 3M | -17.3% | -21.7% | +4.4% | -9.9% |
| 6M | -43.6% | -36.2% | -7.4% | -35.6% |
| YTD | -5.2% | -17.8% | +12.6% | -4.0% |
| 1Y | +29.1% | -26.8% | +55.9% | +36.3% |
| 3Y | +1,413.7% | +853.4% | +560.4% | +443.6% |
| 5Y | +364.9% | +2,005.0% | -1,640.2% | +14.9% |
| All | +578.9% | +3,087.9% | -2,509.0% | +62.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling