+36.0%
RKLB vs CVS
+16.2%
+19.7%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.9% |
| 7D | +15.9% | +6.6% | +9.4% | +15.4% |
| 30D | +4.0% | -0.4% | +4.4% | +3.6% |
| 3M | -23.2% | -5.3% | -17.9% | -23.2% |
| 6M | -50.4% | -7.7% | -42.7% | -50.5% |
| YTD | -11.8% | +16.0% | -27.8% | -16.5% |
| 1Y | +36.0% | +16.2% | +19.8% | +28.4% |
| All | +36.0% | +16.2% | +19.7% | +28.4% |
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