-7.4%
RKLB vs CSX
+48.0%
-55.4%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.6% | -6.4% | -4.9% |
| 7D | -10.6% | +0.1% | -10.8% | -10.7% |
| 30D | -28.3% | +9.7% | -38.0% | -31.6% |
| 3M | -29.7% | +2.3% | -32.0% | -30.0% |
| 6M | -34.8% | +17.1% | -51.9% | -43.4% |
| YTD | -24.9% | +44.9% | -69.8% | -49.5% |
| 1Y | -7.4% | +47.1% | -54.5% | -39.4% |
| All | -7.4% | +48.0% | -55.4% | -39.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CSX.
Daily Out/Under-Performance
Portfolio return minus CSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSX 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 1y: compounded portfolio wealth divided by compounded CSX 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…
1y analysis · Full analysis span regression · 6 months rolling