+1,120.0%
RKLB vs CSGP
-60.4%
+1,180.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -4.7% | +20.1% | +15.7% |
| 7D | -3.0% | +1.3% | -4.3% | -3.3% |
| 30D | -26.2% | +10.7% | -36.9% | -28.0% |
| 3M | -29.9% | +3.3% | -33.1% | -31.2% |
| 6M | -37.3% | -10.3% | -27.0% | -37.5% |
| YTD | -23.9% | -54.6% | +30.6% | -0.7% |
| 1Y | +7.0% | -54.6% | +61.6% | +40.0% |
| 3Y | +1,120.0% | -60.3% | +1,180.3% | +1,570.8% |
| All | +1,120.0% | -60.4% | +1,180.4% | +1,570.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling