+336.5%
RKLB vs CTAS
+114.7%
+221.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CTAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | 0.0% | +2.5% | +2.5% |
| 7D | +5.3% | 0.0% | +5.4% | +5.3% |
| 30D | -20.5% | -1.0% | -19.5% | -20.2% |
| 3M | -42.0% | +15.8% | -57.8% | -49.5% |
| 6M | -6.0% | -1.0% | -5.0% | -7.1% |
| YTD | -5.6% | +7.4% | -13.0% | -13.4% |
| 1Y | +38.0% | -0.1% | +38.1% | +33.8% |
| 3Y | +962.4% | +66.3% | +896.1% | +504.1% |
| 5Y | +336.5% | +111.0% | +225.5% | +118.0% |
| All | +336.5% | +114.7% | +221.8% | +118.0% |
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