+559.5%
RKLB vs CTAS
+133.5%
+426.0%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CTAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.9% |
| 7D | -0.2% | -1.8% | +1.6% | +1.0% |
| 30D | -14.1% | -0.2% | -13.9% | -14.2% |
| 3M | -46.4% | +11.7% | -58.1% | -52.1% |
| 6M | -10.6% | +0.7% | -11.3% | -13.2% |
| YTD | -7.9% | +7.4% | -15.3% | -15.7% |
| 1Y | +49.5% | -2.1% | +51.6% | +46.8% |
| 3Y | +913.6% | +62.9% | +850.6% | +505.8% |
| 5Y | +375.3% | +111.9% | +263.4% | +121.9% |
| All | +559.5% | +133.5% | +426.0% | +153.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling