+559.5%
RKLB vs CMS
+32.3%
+527.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -46.6% |
| 6M | -10.6% | -11.0% | +0.3% | -8.8% |
| YTD | -7.9% | +0.2% | -8.1% | -8.5% |
| 1Y | +49.5% | -1.3% | +50.8% | +48.8% |
| 3Y | +913.6% | +35.9% | +877.6% | +816.6% |
| 5Y | +375.3% | +23.1% | +352.2% | +346.5% |
| All | +559.5% | +32.3% | +527.1% | +456.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling