+559.5%
RKLB vs CPRT
+18.6%
+540.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.4% |
| 7D | -0.2% | +2.2% | -2.4% | -1.7% |
| 30D | -14.1% | +16.6% | -30.8% | -23.3% |
| 3M | -46.4% | +9.6% | -56.0% | -51.5% |
| 6M | -10.6% | -11.1% | +0.5% | -4.5% |
| YTD | -7.9% | -13.9% | +6.0% | -0.2% |
| 1Y | +49.5% | -32.5% | +82.0% | +98.6% |
| 3Y | +913.6% | -25.0% | +938.6% | +1,112.6% |
| 5Y | +375.3% | -7.4% | +382.7% | +332.7% |
| All | +559.5% | +18.6% | +540.9% | +419.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling