+504.1%
RKLB vs CMS
+35.5%
+468.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +0.5% | +10.4% | +10.8% |
| 7D | +13.0% | -0.9% | +14.0% | +13.1% |
| 30D | -13.7% | +7.1% | -20.8% | -14.8% |
| 3M | -28.9% | -1.3% | -27.7% | -28.8% |
| 6M | -44.2% | -2.7% | -41.5% | -44.1% |
| YTD | -15.6% | +2.6% | -18.2% | -16.6% |
| 1Y | +14.0% | -2.0% | +16.0% | +13.8% |
| 3Y | +1,275.2% | +39.6% | +1,235.6% | +1,135.5% |
| 5Y | +296.6% | +35.3% | +261.3% | +265.5% |
| All | +504.1% | +35.5% | +468.5% | +407.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CMS.
Daily Out/Under-Performance
Portfolio return minus CMS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CMS 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 10y: compounded portfolio wealth divided by compounded CMS 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…
10y analysis · Full analysis span regression · 6 months rolling