+504.1%
RKLB vs CSGP
-65.0%
+569.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | +2.3% | +8.7% | +10.1% |
| 7D | +13.0% | -1.8% | +14.9% | +13.5% |
| 30D | -13.7% | +5.3% | -19.0% | -17.6% |
| 3M | -28.9% | +3.3% | -32.2% | -32.8% |
| 6M | -44.2% | -4.7% | -39.5% | -46.8% |
| YTD | -15.6% | -53.5% | +37.9% | +17.8% |
| 1Y | +14.0% | -53.7% | +67.7% | +59.9% |
| 3Y | +1,275.2% | -59.7% | +1,335.0% | +1,895.1% |
| 5Y | +296.6% | -62.5% | +359.1% | +457.2% |
| All | +504.1% | -65.0% | +569.1% | +728.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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