+38.0%
RKLB vs CSX
+52.7%
-14.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.8% | +3.3% | +3.0% |
| 7D | +5.3% | +0.6% | +4.7% | +4.9% |
| 30D | -20.5% | -2.3% | -18.2% | -19.3% |
| 3M | -42.0% | +4.3% | -46.3% | -45.0% |
| 6M | -6.0% | +23.4% | -29.4% | -24.7% |
| YTD | -5.6% | +36.4% | -42.0% | -31.7% |
| 1Y | +38.0% | +53.0% | -15.0% | -9.9% |
| All | +38.0% | +52.7% | -14.7% | -9.9% |
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