+559.5%
RKLB vs CSX
+71.7%
+487.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.1% |
| 7D | -0.2% | -3.4% | +3.2% | +2.3% |
| 30D | -14.1% | -3.1% | -11.0% | -12.2% |
| 3M | -46.4% | +7.2% | -53.6% | -49.9% |
| 6M | -10.6% | +16.2% | -26.8% | -21.5% |
| YTD | -7.9% | +37.5% | -45.4% | -29.3% |
| 1Y | +49.5% | +53.2% | -3.8% | +6.2% |
| 3Y | +913.6% | +68.2% | +845.3% | +554.5% |
| 5Y | +375.3% | +65.2% | +310.1% | +217.7% |
| All | +559.5% | +71.7% | +487.8% | +311.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling