+343.2%
RKLB vs CMS
+23.4%
+319.7%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.7% |
| 7D | -0.2% | +0.4% | -0.6% | -0.3% |
| 30D | -14.1% | -3.6% | -10.5% | -13.5% |
| 3M | -46.4% | -1.9% | -44.5% | -46.7% |
| 6M | -10.6% | -11.0% | +0.3% | -8.7% |
| YTD | -7.9% | +0.2% | -8.1% | -8.6% |
| 1Y | +49.5% | -1.3% | +50.8% | +48.7% |
| 3Y | +913.6% | +35.9% | +877.6% | +804.8% |
| All | +343.2% | +23.4% | +319.7% | +331.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling