+28.2%
RKLB vs CLS
-24.5%
+52.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +4.6% | -7.7% | -5.3% |
| 7D | +39.3% | +23.5% | +15.8% | +26.3% |
| 30D | -0.2% | -28.9% | +28.7% | +15.1% |
| 3M | -21.1% | -25.2% | +4.1% | -11.5% |
| 6M | -45.5% | -32.1% | -13.4% | -38.9% |
| YTD | -8.2% | -14.1% | +5.9% | -14.5% |
| 1Y | +28.2% | -24.1% | +52.3% | +25.7% |
| All | +28.2% | -24.5% | +52.7% | +25.7% |
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