+29.1%
RKLB vs CB
+29.2%
-0.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.3% | +5.2% | +5.9% |
| 7D | +26.3% | -1.0% | +27.3% | +24.9% |
| 30D | +0.7% | +7.3% | -6.7% | +10.1% |
| 3M | -17.3% | +7.0% | -24.3% | -9.5% |
| 6M | -43.6% | +16.3% | -60.0% | -30.8% |
| YTD | -5.2% | +19.7% | -24.9% | +26.8% |
| 1Y | +29.1% | +27.8% | +1.3% | +76.2% |
| All | +29.1% | +29.2% | -0.1% | +76.2% |
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