+547.3%
RKLB vs CPRT
+12.7%
+534.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.7% | -2.5% | -3.1% |
| 7D | 0.0% | -0.4% | +0.4% | +0.1% |
| 30D | -21.2% | +8.2% | -29.4% | -26.1% |
| 3M | -41.7% | +2.3% | -44.0% | -44.6% |
| 6M | -11.8% | -14.7% | +3.0% | -3.3% |
| YTD | -9.6% | -18.2% | +8.6% | +1.3% |
| 1Y | +34.1% | -33.4% | +67.5% | +78.5% |
| 3Y | +917.3% | -28.3% | +945.6% | +1,151.1% |
| 5Y | +204.4% | -9.8% | +214.2% | +185.2% |
| All | +547.3% | +12.7% | +534.6% | +426.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CPRT.
Daily Out/Under-Performance
Portfolio return minus CPRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPRT 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 CPRT 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