+535.9%
RKLB vs CRM
-4.9%
+540.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.5% |
| 7D | -2.9% | -8.1% | +5.2% | +0.8% |
| 30D | -22.6% | +23.1% | -45.6% | -30.9% |
| 3M | -41.0% | +42.5% | -83.6% | -52.0% |
| 6M | -10.1% | +25.3% | -35.4% | -24.4% |
| YTD | -11.2% | -7.8% | -3.4% | -10.9% |
| 1Y | +34.2% | +1.0% | +33.2% | +27.3% |
| 3Y | +899.4% | +10.0% | +889.4% | +793.8% |
| 5Y | +231.5% | -3.9% | +235.4% | +192.3% |
| All | +535.9% | -4.9% | +540.8% | +427.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling