+557.5%
RKLB vs CBRE
+119.3%
+438.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.5% | -1.6% | -2.1% |
| 7D | +39.3% | -2.8% | +42.1% | +41.9% |
| 30D | -0.2% | +2.2% | -2.4% | -2.9% |
| 3M | -21.1% | -10.1% | -11.0% | -16.8% |
| 6M | -45.5% | -8.0% | -37.5% | -44.8% |
| YTD | -8.2% | -17.6% | +9.4% | +0.1% |
| 1Y | +28.2% | -14.7% | +42.9% | +36.5% |
| 3Y | +1,366.1% | +80.4% | +1,285.8% | +773.7% |
| 5Y | +345.9% | +25.9% | +320.0% | +212.9% |
| All | +557.5% | +119.3% | +438.2% | +332.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CBRE.
Daily Out/Under-Performance
Portfolio return minus CBRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CBRE 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 CBRE 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