+962.4%
RKLB vs CBRE
+67.4%
+895.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -3.8% | +6.3% | +5.0% |
| 7D | +5.3% | -1.5% | +6.8% | +6.1% |
| 30D | -20.5% | -4.0% | -16.5% | -19.0% |
| 3M | -42.0% | +8.0% | -50.1% | -47.0% |
| 6M | -6.0% | +4.0% | -10.0% | -11.5% |
| YTD | -5.6% | -11.5% | +5.9% | -0.7% |
| 1Y | +38.0% | -13.0% | +51.0% | +47.3% |
| 3Y | +962.4% | +66.9% | +895.5% | +520.3% |
| All | +962.4% | +67.4% | +895.0% | +520.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling