+559.5%
RKLB vs CB
+140.5%
+418.9%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.9% | +2.6% | +0.8% |
| 7D | -0.2% | +0.5% | -0.7% | -0.2% |
| 30D | -14.1% | -3.1% | -11.0% | -14.0% |
| 3M | -46.4% | +9.0% | -55.4% | -47.0% |
| 6M | -10.6% | +2.9% | -13.5% | -11.1% |
| YTD | -7.9% | +10.1% | -18.0% | -9.5% |
| 1Y | +49.5% | +22.8% | +26.7% | +43.3% |
| 3Y | +913.6% | +73.8% | +839.8% | +772.0% |
| 5Y | +375.3% | +99.2% | +276.1% | +297.3% |
| All | +559.5% | +140.5% | +418.9% | +424.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling