+336.5%
RKLB vs CPRT
-9.0%
+345.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.3% | +5.8% | +4.8% |
| 7D | +5.3% | +0.4% | +4.9% | +4.8% |
| 30D | -20.5% | +9.9% | -30.4% | -26.6% |
| 3M | -42.0% | +5.6% | -47.7% | -46.5% |
| 6M | -6.0% | -13.6% | +7.6% | +2.8% |
| YTD | -5.6% | -16.7% | +11.2% | +5.3% |
| 1Y | +38.0% | -33.1% | +71.1% | +88.1% |
| 3Y | +962.4% | -27.1% | +989.5% | +1,192.1% |
| 5Y | +336.5% | -9.9% | +346.4% | +281.2% |
| All | +336.5% | -9.0% | +345.5% | +281.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling