+504.1%
RKLB vs CLS
+2,825.5%
-2,321.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +7.9% | +3.1% | +7.8% |
| 7D | +13.0% | -10.6% | +23.6% | +18.5% |
| 30D | -13.7% | -38.4% | +24.7% | +4.2% |
| 3M | -28.9% | -29.9% | +0.9% | -19.1% |
| 6M | -44.2% | -40.6% | -3.6% | -34.3% |
| YTD | -15.6% | -24.6% | +9.0% | -11.6% |
| 1Y | +14.0% | -30.8% | +44.8% | +23.1% |
| 3Y | +1,275.2% | +811.7% | +463.5% | +402.7% |
| 5Y | +296.6% | +1,838.4% | -1,541.8% | +1.4% |
| All | +504.1% | +2,825.5% | -2,321.4% | +49.2% |
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