+343.2%
RKLB vs CSGP
-64.7%
+407.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.4% | +3.1% | +1.8% |
| 7D | -0.2% | -4.1% | +3.9% | +1.6% |
| 30D | -14.1% | +2.3% | -16.4% | -16.0% |
| 3M | -46.4% | -8.2% | -38.3% | -45.8% |
| 6M | -10.6% | -35.1% | +24.4% | +9.3% |
| YTD | -7.9% | -54.0% | +46.1% | +36.1% |
| 1Y | +49.5% | -65.3% | +114.8% | +166.1% |
| 3Y | +913.6% | -62.6% | +976.1% | +1,525.3% |
| All | +343.2% | -64.7% | +407.9% | +487.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling