+531.5%
RKLB vs CVS
+61.0%
+470.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.9% |
| 7D | +15.9% | +6.6% | +9.4% | +14.5% |
| 30D | +4.0% | -0.4% | +4.4% | +3.9% |
| 3M | -23.2% | -5.3% | -17.9% | -22.7% |
| 6M | -50.4% | -7.7% | -42.7% | -50.1% |
| YTD | -11.8% | +16.0% | -27.8% | -16.3% |
| 1Y | +36.0% | +16.2% | +19.8% | +28.9% |
| 3Y | +1,321.0% | +47.6% | +1,273.5% | +1,160.7% |
| 5Y | +328.2% | +12.3% | +315.9% | +311.2% |
| All | +531.5% | +61.0% | +470.5% | +439.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CVS.
Daily Out/Under-Performance
Portfolio return minus CVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVS 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 10y: compounded portfolio wealth divided by compounded CVS 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…
10y analysis · Full analysis span regression · 6 months rolling