+29.1%
RKLB vs CLS
-28.7%
+57.8%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +8.5% | -3.0% | +1.5% |
| 7D | +26.3% | +2.8% | +23.6% | +25.0% |
| 30D | +0.7% | -30.1% | +30.8% | +17.2% |
| 3M | -17.3% | -21.7% | +4.4% | -9.0% |
| 6M | -43.6% | -36.2% | -7.4% | -34.7% |
| YTD | -5.2% | -17.8% | +12.6% | -9.7% |
| 1Y | +29.1% | -26.8% | +55.9% | +28.7% |
| All | +29.1% | -28.7% | +57.8% | +28.7% |
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