+308.8%
RKLB vs CPAY
+55.3%
+253.5%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.1% | +1.7% | +1.6% |
| 7D | -2.0% | -2.0% | -0.1% | -0.8% |
| 30D | -22.4% | -0.4% | -22.1% | -22.6% |
| 3M | -45.2% | +16.4% | -61.5% | -51.6% |
| 6M | -12.5% | +23.5% | -36.0% | -25.3% |
| YTD | -9.8% | +35.7% | -45.4% | -29.6% |
| 1Y | +30.0% | +30.2% | -0.2% | +3.7% |
| 3Y | +942.2% | +49.7% | +892.5% | +619.4% |
| All | +308.8% | +55.3% | +253.5% | +144.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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