+49.5%
RKLB vs CTAS
-1.7%
+51.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CTAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.6% |
| 7D | -0.2% | -1.8% | +1.6% | -1.0% |
| 30D | -14.1% | -0.2% | -13.9% | -14.1% |
| 3M | -46.4% | +11.7% | -58.1% | -44.7% |
| 6M | -10.6% | +0.7% | -11.3% | -7.1% |
| YTD | -7.9% | +7.4% | -15.3% | -2.0% |
| 1Y | +49.5% | -2.1% | +51.6% | +49.2% |
| All | +49.5% | -1.7% | +51.2% | +49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CTAS.
Daily Out/Under-Performance
Portfolio return minus CTAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTAS 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 CTAS 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