+34.2%
RKLB vs CVS
+36.4%
-2.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.1% | -1.7% | -1.7% |
| 7D | -2.9% | -2.0% | -0.9% | -2.6% |
| 30D | -22.6% | +1.9% | -24.5% | -22.9% |
| 3M | -41.0% | -2.2% | -38.8% | -41.2% |
| 6M | -10.1% | +26.7% | -36.8% | -14.7% |
| YTD | -11.2% | +22.9% | -34.1% | -19.3% |
| 1Y | +34.2% | +32.9% | +1.3% | +14.2% |
| All | +34.2% | +36.4% | -2.2% | +14.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling