+20.8%
RKLB vs CSX
+47.0%
-26.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +1.2% | +5.4% | +6.1% |
| 7D | +15.2% | +0.7% | +14.5% | +14.8% |
| 30D | -8.1% | +8.1% | -16.1% | -11.6% |
| 3M | -21.7% | +2.2% | -23.8% | -22.2% |
| 6M | -40.5% | +14.6% | -55.1% | -47.9% |
| YTD | -10.1% | +42.2% | -52.3% | -37.9% |
| 1Y | +20.8% | +47.3% | -26.5% | -22.8% |
| All | +20.8% | +47.0% | -26.2% | -22.8% |
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