+531.5%
RKLB vs CTAS
+163.5%
+367.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CTAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.6% |
| 7D | +15.9% | +1.7% | +14.2% | +14.8% |
| 30D | +4.0% | +8.4% | -4.5% | -2.1% |
| 3M | -23.2% | +13.0% | -36.2% | -29.9% |
| 6M | -50.4% | +39.1% | -89.5% | -62.6% |
| YTD | -11.8% | +21.2% | -33.0% | -26.1% |
| 1Y | +36.0% | +21.6% | +14.4% | +13.6% |
| 3Y | +1,321.0% | +73.2% | +1,247.8% | +728.8% |
| 5Y | +328.2% | +115.7% | +212.5% | +95.5% |
| All | +531.5% | +163.5% | +367.9% | +121.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling