+364.9%
RKLB vs CTAS
+118.7%
+246.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CTAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.9% | +4.6% | +5.0% |
| 7D | +26.3% | -0.8% | +27.1% | +26.9% |
| 30D | +0.7% | +10.7% | -10.1% | -6.5% |
| 3M | -17.3% | +11.0% | -28.3% | -23.7% |
| 6M | -43.6% | +38.7% | -82.4% | -57.7% |
| YTD | -5.2% | +21.8% | -26.9% | -21.0% |
| 1Y | +29.1% | +23.6% | +5.5% | +6.0% |
| 3Y | +1,413.7% | +74.9% | +1,338.8% | +727.9% |
| 5Y | +364.9% | +119.5% | +245.4% | +75.5% |
| All | +364.9% | +118.7% | +246.1% | +75.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling