+49.5%
RKLB vs CRM
+8.9%
+40.6%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.0% | +2.7% | +0.6% |
| 7D | -0.2% | +1.3% | -1.5% | -0.2% |
| 30D | -14.1% | +34.3% | -48.4% | -13.1% |
| 3M | -46.4% | +37.7% | -84.1% | -45.0% |
| 6M | -10.6% | +34.9% | -45.6% | -7.6% |
| YTD | -7.9% | -1.6% | -6.2% | +14.4% |
| 1Y | +49.5% | +7.1% | +42.3% | +79.3% |
| All | +49.5% | +8.9% | +40.6% | +79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CRM.
Daily Out/Under-Performance
Portfolio return minus CRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRM 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 1y: compounded portfolio wealth divided by compounded CRM 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…
1y analysis · Full analysis span regression · 6 months rolling