-7.4%
RKLB vs CTVA
+33.4%
-40.9%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.2% | -7.0% | -4.2% |
| 7D | -10.6% | +8.2% | -18.8% | -11.8% |
| 30D | -28.3% | -1.0% | -27.2% | -28.1% |
| 3M | -29.7% | +4.6% | -34.3% | -31.4% |
| 6M | -34.8% | +0.5% | -35.3% | -39.2% |
| YTD | -24.9% | +22.7% | -47.7% | -44.0% |
| 1Y | -7.4% | +32.0% | -39.4% | -37.5% |
| All | -7.4% | +33.4% | -40.9% | -37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CTVA.
Daily Out/Under-Performance
Portfolio return minus CTVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTVA 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 1y: compounded portfolio wealth divided by compounded CTVA 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…
1y analysis · Full analysis span regression · 6 months rolling