+546.0%
RKLB vs CRS
+1,637.4%
-1,091.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +2.1% |
| 7D | -2.0% | -6.8% | +4.7% | +1.1% |
| 30D | -22.4% | -16.1% | -6.3% | -15.8% |
| 3M | -45.2% | -21.2% | -24.0% | -38.7% |
| 6M | -12.5% | +8.7% | -21.2% | -16.6% |
| YTD | -9.8% | +41.0% | -50.7% | -24.4% |
| 1Y | +30.0% | +82.7% | -52.7% | -3.9% |
| 3Y | +942.2% | +604.8% | +337.4% | +362.5% |
| 5Y | +236.8% | +1,384.7% | -1,147.9% | +18.9% |
| All | +546.0% | +1,637.4% | -1,091.4% | +141.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CRS.
Daily Out/Under-Performance
Portfolio return minus CRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRS 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 10y: compounded portfolio wealth divided by compounded CRS 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…
10y analysis · Full analysis span regression · 6 months rolling