+296.6%
RKLB vs CPRT
-14.6%
+311.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +1.6% | +9.3% | +9.9% |
| 7D | +13.0% | +1.6% | +11.4% | +11.5% |
| 30D | -13.7% | +18.8% | -32.5% | -24.2% |
| 3M | -28.9% | +9.4% | -38.3% | -35.6% |
| 6M | -44.2% | -4.4% | -39.8% | -45.4% |
| YTD | -15.6% | -17.1% | +1.5% | -6.8% |
| 1Y | +14.0% | -19.9% | +33.9% | +29.3% |
| 3Y | +1,275.2% | -30.5% | +1,305.7% | +1,623.2% |
| 5Y | +296.6% | -15.9% | +312.6% | +258.6% |
| All | +296.6% | -14.6% | +311.3% | +258.6% |
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