+372.0%
RKLB vs CSGP
-64.1%
+436.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.2% | -1.6% | -10.6% | -11.6% |
| 7D | -22.2% | +13.9% | -36.1% | -26.2% |
| 30D | -38.7% | +16.0% | -54.7% | -43.9% |
| 3M | -38.5% | +6.1% | -44.6% | -42.3% |
| 6M | -41.6% | -8.2% | -33.4% | -43.5% |
| YTD | -34.1% | -52.3% | +18.3% | -8.6% |
| 1Y | -18.5% | -54.5% | +36.0% | +17.0% |
| 3Y | +897.6% | -58.6% | +956.2% | +1,334.8% |
| 5Y | +196.5% | -61.5% | +258.0% | +313.7% |
| All | +372.0% | -64.1% | +436.1% | +542.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling