-7.4%
RKLB vs CB
+34.9%
-42.3%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.1% | -5.9% | -1.4% |
| 7D | -10.6% | +5.3% | -15.9% | -5.1% |
| 30D | -28.3% | +13.2% | -41.5% | -17.1% |
| 3M | -29.7% | +7.8% | -37.4% | -22.7% |
| 6M | -34.8% | +15.8% | -50.6% | -20.8% |
| YTD | -24.9% | +21.0% | -45.9% | -0.3% |
| 1Y | -7.4% | +32.2% | -39.6% | +20.6% |
| All | -7.4% | +34.9% | -42.3% | +20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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