+559.5%
RKLB vs CLS
+3,999.1%
-3,439.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.4% |
| 7D | -0.2% | +4.6% | -4.8% | -2.3% |
| 30D | -14.1% | -13.9% | -0.2% | -10.1% |
| 3M | -46.4% | -26.6% | -19.9% | -40.8% |
| 6M | -10.6% | +15.4% | -26.0% | -19.8% |
| YTD | -7.9% | +5.7% | -13.5% | -15.2% |
| 1Y | +49.5% | +41.1% | +8.4% | +21.4% |
| 3Y | +913.6% | +1,228.6% | -315.0% | +217.9% |
| 5Y | +375.3% | +3,240.6% | -2,865.3% | +4.4% |
| All | +559.5% | +3,999.1% | -3,439.6% | +43.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling