+329.8%
RKLB vs CBRE
+27.5%
+302.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -2.4% | +9.0% | +8.3% |
| 7D | +15.2% | -0.5% | +15.8% | +15.6% |
| 30D | -8.1% | +3.1% | -11.1% | -11.3% |
| 3M | -21.7% | -6.4% | -15.3% | -19.7% |
| 6M | -40.5% | -7.9% | -32.7% | -39.8% |
| YTD | -10.1% | -16.2% | +6.1% | -2.7% |
| 1Y | +20.8% | -11.2% | +32.1% | +24.7% |
| 3Y | +1,335.0% | +83.4% | +1,251.6% | +669.2% |
| 5Y | +329.8% | +28.4% | +301.4% | +172.1% |
| All | +329.8% | +27.5% | +302.3% | +172.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling