+1,120.0%
RKLB vs CSX
+68.4%
+1,051.6%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -3.4% | +18.8% | +17.5% |
| 7D | -3.0% | -5.5% | +2.5% | +0.3% |
| 30D | -26.2% | +4.9% | -31.1% | -29.3% |
| 3M | -29.9% | -2.9% | -27.0% | -29.1% |
| 6M | -37.3% | +8.3% | -45.7% | -42.6% |
| YTD | -23.9% | +36.7% | -60.7% | -42.8% |
| 1Y | +7.0% | +41.5% | -34.5% | -21.4% |
| 3Y | +1,120.0% | +68.6% | +1,051.4% | +646.6% |
| All | +1,120.0% | +68.4% | +1,051.6% | +646.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling