+30.0%
RKLB vs CTVA
+18.2%
+11.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.7% | +2.3% | +1.8% |
| 7D | -2.0% | -4.5% | +2.5% | -0.6% |
| 30D | -22.4% | +11.3% | -33.8% | -25.7% |
| 3M | -45.2% | +12.3% | -57.5% | -51.6% |
| 6M | -12.5% | +7.2% | -19.7% | -19.1% |
| YTD | -9.8% | +26.0% | -35.8% | -23.5% |
| 1Y | +30.0% | +16.0% | +14.0% | +14.1% |
| All | +30.0% | +18.2% | +11.8% | +14.1% |
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