-7.4%
RKLB vs CRM
-11.3%
+3.9%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.2% | -6.0% | -3.6% |
| 7D | -10.6% | -6.2% | -4.4% | -11.1% |
| 30D | -28.3% | -1.2% | -27.1% | -28.3% |
| 3M | -29.7% | +19.1% | -48.8% | -28.7% |
| 6M | -34.8% | +23.0% | -57.8% | -33.0% |
| YTD | -24.9% | -13.7% | -11.2% | +1.3% |
| 1Y | -7.4% | -10.0% | +2.6% | +18.3% |
| All | -7.4% | -11.3% | +3.9% | +18.3% |
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