-50.4%
RKLB vs CTAS
+38.9%
-89.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CTAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.3% | -3.6% | -4.2% |
| 7D | +15.9% | +2.0% | +14.0% | +17.7% |
| 30D | +4.0% | +8.7% | -4.7% | +11.3% |
| 3M | -23.2% | +13.3% | -36.5% | -15.3% |
| 6M | -50.4% | +39.4% | -89.8% | -40.2% |
| All | -50.4% | +38.9% | -89.3% | -40.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling