+444.6%
RKLB vs CB
+157.8%
+286.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.4% | -1.8% | +17.2% | +15.4% |
| 7D | -3.0% | +0.2% | -3.3% | -3.1% |
| 30D | -26.2% | +9.1% | -35.3% | -26.4% |
| 3M | -29.9% | +3.4% | -33.3% | -29.9% |
| 6M | -37.3% | +14.1% | -51.4% | -38.0% |
| YTD | -23.9% | +18.0% | -41.9% | -25.4% |
| 1Y | +7.0% | +30.1% | -23.2% | +2.7% |
| 3Y | +1,120.0% | +71.8% | +1,048.2% | +974.9% |
| 5Y | +242.2% | +101.8% | +140.3% | +187.6% |
| All | +444.6% | +157.8% | +286.8% | +332.2% |
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 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