+559.5%
RKLB vs CVS
+73.1%
+486.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.5% | +1.2% | +0.8% |
| 7D | -0.2% | +4.0% | -4.2% | -1.1% |
| 30D | -14.1% | -2.4% | -11.7% | -13.8% |
| 3M | -46.4% | +2.7% | -49.1% | -47.1% |
| 6M | -10.6% | +21.9% | -32.5% | -15.0% |
| YTD | -7.9% | +24.7% | -32.6% | -13.6% |
| 1Y | +49.5% | +35.4% | +14.0% | +37.5% |
| 3Y | +913.6% | +65.2% | +848.4% | +777.1% |
| 5Y | +375.3% | +30.5% | +344.7% | +344.4% |
| All | +559.5% | +73.1% | +486.4% | +456.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling