+962.4%
RKLB vs CLS
+1,316.2%
-353.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +5.6% | -3.1% | +0.4% |
| 7D | +5.3% | +12.8% | -7.5% | +0.3% |
| 30D | -20.5% | +3.8% | -24.3% | -22.1% |
| 3M | -42.0% | -14.6% | -27.4% | -39.6% |
| 6M | -6.0% | +32.2% | -38.3% | -19.7% |
| YTD | -5.6% | +11.6% | -17.2% | -14.7% |
| 1Y | +38.0% | +35.1% | +3.0% | +15.1% |
| 3Y | +962.4% | +1,312.5% | -350.1% | +314.9% |
| All | +962.4% | +1,316.2% | -353.8% | +314.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling