+504.1%
RKLB vs CB
+156.7%
+347.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.9% | -0.4% | +11.3% | +10.9% |
| 7D | +13.0% | -1.5% | +14.5% | +13.0% |
| 30D | -13.7% | +6.5% | -20.2% | -13.9% |
| 3M | -28.9% | +4.1% | -33.0% | -29.0% |
| 6M | -44.2% | +14.4% | -58.6% | -44.9% |
| YTD | -15.6% | +17.5% | -33.1% | -17.3% |
| 1Y | +14.0% | +27.5% | -13.6% | +9.7% |
| 3Y | +1,275.2% | +71.6% | +1,203.6% | +1,110.5% |
| 5Y | +296.6% | +100.6% | +196.0% | +233.4% |
| All | +504.1% | +156.7% | +347.4% | +379.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling