+34.1%
RKLB vs CLS
+36.7%
-2.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.1% | -5.4% | -4.7% |
| 7D | 0.0% | +20.1% | -20.1% | -7.1% |
| 30D | -21.2% | +6.0% | -27.2% | -23.5% |
| 3M | -41.7% | -10.3% | -31.4% | -40.3% |
| 6M | -11.8% | +24.5% | -36.3% | -25.2% |
| YTD | -9.6% | +12.9% | -22.4% | -21.1% |
| 1Y | +34.1% | +36.7% | -2.6% | +22.1% |
| All | +34.1% | +36.7% | -2.5% | +22.1% |
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