+231.5%
RKLB vs CBOE
+145.0%
+86.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBOE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.5% | -0.3% | -1.7% |
| 7D | -2.9% | -3.7% | +0.8% | -2.8% |
| 30D | -22.6% | +2.0% | -24.5% | -22.6% |
| 3M | -41.0% | -4.2% | -36.8% | -40.6% |
| 6M | -10.1% | +1.2% | -11.3% | -8.3% |
| YTD | -11.2% | +15.4% | -26.6% | -10.0% |
| 1Y | +34.2% | +23.5% | +10.7% | +35.3% |
| 3Y | +899.4% | +93.2% | +806.2% | +697.6% |
| 5Y | +231.5% | +142.0% | +89.6% | +101.6% |
| All | +231.5% | +145.0% | +86.5% | +101.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CBOE.
Daily Out/Under-Performance
Portfolio return minus CBOE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CBOE 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 5y: compounded portfolio wealth divided by compounded CBOE 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…
5y analysis · Full analysis span regression · 6 months rolling