+303.4%
RKLB vs CSGP
-62.2%
+365.7%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -17.8% |
| 3M | -28.9% | +3.3% | -32.2% | -32.9% |
| 6M | -44.2% | -4.7% | -39.5% | -46.8% |
| YTD | -15.6% | -53.5% | +37.9% | +20.7% |
| 1Y | +14.0% | -53.7% | +67.7% | +63.8% |
| 3Y | +1,275.2% | -59.7% | +1,335.0% | +1,928.8% |
| All | +303.4% | -62.2% | +365.7% | +461.5% |
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