+578.9%
RKLB vs CSX
+80.3%
+498.6%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.6% | +3.9% | +4.4% |
| 7D | +26.3% | -0.3% | +26.6% | +26.6% |
| 30D | +0.7% | +8.7% | -8.0% | -5.7% |
| 3M | -17.3% | +4.2% | -21.5% | -20.4% |
| 6M | -43.6% | +16.7% | -60.3% | -50.9% |
| YTD | -5.2% | +44.5% | -49.7% | -30.2% |
| 1Y | +29.1% | +50.3% | -21.2% | -7.4% |
| 3Y | +1,413.7% | +76.3% | +1,337.4% | +839.7% |
| 5Y | +364.9% | +58.1% | +306.7% | +202.0% |
| All | +578.9% | +80.3% | +498.6% | +305.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling